Sending a document or chart note via E-fax

Using Healthie's HIPAA-Compliant E-fax, you can send client chart notes, documents (e.g., lab reports) and other files to other providers electronically. This is useful for sharing client-related information with other healthcare professionals that are outside of your Healthie Organization. You do not need a physical Fax machine to send E-faxes through the platform. 


How to send an E-fax of a Chart Note

  • Select a specific Client's Chart Note (Client > Charting > Charting Not Visible to Client > Archive). You are also able to send multiple notes within a client's record at the same time. When selecting notes to Fax, you will be prompted to select from the full menu of chart notes available on a client. 
  • Press Send Fax
  • Complete the Cover Letter
  • Select the Recipient 

  • You can also share a chart note by clicking on the blue "Share" button, and then clicking on the "Share All Fields" dropdown. From there, you can click on "Send as Fax" to fill out the recipient's information and send the fax. 

How to send an e-fax of a Document

  • Select Document (Note: only PDF documents can be sent via E-fax) 
  • Press Send Fax
  • Complete the Cover Letter
  • Select the Recipient


  • If you have a dedicated E-fax number via Healthie, your E-faxes will be sent from this number. If you do not have a dedicated E-fax number via Healthie, your E-fax will be sent from a generic, do-not-reply Fax number, and you will not receive any inbound faxes to this number.
  • You can E-fax multiple documents at once; to do this, please select the documents you'd like to include. 
  • If you have a non PDF document that you'd like to E-fax, convert it to a PDF
  • If an E-fax Fails to send, press "Resend" on your Sent Faxes Page to try again. E-faxing: Troubleshooting guide
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