Faxing a Document, Form, or Chart Note

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 e-Fax a Charting Note

There are three ways to send a chart note via e-Fax:

1. Send Fax at the top of the Charting Notes page (Client profile > Charting > View Charting Notes)
   • Allows sending multiple charting notes at once.
   • Does not include attachments.
2. More > Send Fax from an individual charting note
   • Sends the full chart note.
   • Lets you add documents from your computer or the client’s Documents folder.
3. Share from an individual charting note
   • Lets you share the entire note or redact specific sections.
   • Select the share fields, then choose Send as Fax.
   • Lets you add documents from your computer or the client’s Documents folder.

How to e-Fax a Document

• Select Document (Note: only PDF documents can be sent via E-fax) 
• Press Send Fax
• Providers can either send a PDF that currently lives as a Document within Healthie or upload from their computer.
• Select the Recipient (either an Existing Contact or Add a New Contact)
• Complete the Cover Letter

To Add an Existing Document, click on Add Existing Document > Select dropdown Folder Name > Select dropdown File Name > Add Document.

To upload a new Document, click on Upload New File > Select File on your device > Upload and Add Document.

How to e-Fax an Intake Form

Completed intake forms can be faxed from the client's charting section of their profile.

• Client > Charting > View Charting Notes
• Locate and click the intake form from the list of notes
• Click "Send Fax" from the top-right once the form is opened

Notes

• If you have a dedicated e-Fax number via Healthie, your faxes will be sent from this number. If you do not have a dedicated e-Fax number via Healthie, your 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