Sending a document or chart note via e-fax

Send client chart notes, documents (e.g., lab reports) and other files to other providers using Healthie's E-faxing platform. 

To send an e-fax of a client's chart note:  

  • Select a specific client's chart note (Client > Charting > Charting Not Visible to Client > Archive)
  • Press the "Send Fax" button
  • Complete the Cover letter 
  • Select the fax number of your recipient

Note: You can send any note in a client's record, including previously archived notes. 


To send an e-fax of a document: 

  • Select a document (Note: only PDF documents can be sent via e-fax) 
  • Press the "Send Fax" button
  • Complete the Cover letter 
  • Select the fax number of your recipient

Note: 

  • 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, please convert it to PDF following these instructions.