Faxing Patient Documents

Overview

Cerbo's integrated fax feature allows you to send patient documents directly to external providers, pharmacies, and other recipients without leaving the application. Documents stored in patient charts are easily accessible for faxing.

From the Patient Dashboard, go to the Patient Document Block and right-click on the document you want to fax. Select "Fax this Document" from the listed options:

A new tab will open with the fax cover sheet and the selected document attached. From here you have the option to:

1. Attach additional documents - this will open up a selection of all documents saved to the patient's chart, which you may then check off to include. 
2. Print the form - this is useful if you are faxing a lab requisition, and would prefer to hand it to the patient rather than fax it to the lab
3. Select the fax number from the patient's saved preferred pharmacies, labs, or specialists - or enter in a fax number
4. Choose to send the fax as a "Link to Electronic Download Package" (default), or "Embed Attachments in Fax Message"

Sending the fax as an electronic package is preferred as it will result in fewer failed faxes. Faxes longer than 5 pages should always be sent using the Electronic Package option. This will fax the cover sheet only, which includes directions to download the electronic package:

Note: Outbound faxing in Cerbo is included up to 250 pages per month. If you fax more pages than this you may be charged. Faxing as a package will help keep you under this page limit. 

The receiver will visit the URL above (https://fax.md-hq.com), and they will put in your unique Practice Code and the unique Package ID for that fax

Once they click "Retrieve Package" they will be shown all the documents in the package. From there they can either:

• Click to open up and view documents
• Right-click to download documents

5.  Click Send as Fax  button to send the fax!

Sending a fax without a cover page

The cover page is optional. To send a fax without a cover page, follow the steps above but leave the "Add cover page" (or "Include a cover page") checkbox unchecked in the fax dialog before clicking Send as Fax.

For an encounter note

When faxing an encounter note from Generate > Fax/Print Encounter Note, the same option appears as an Add cover page checkbox. Leave it unchecked to send the encounter note alone.

Tips

• The cover-page setting is per-fax — there is no global default to permanently hide it. You will see the checkbox each time you send.
• The cover page, when included, is editable — you can adjust the message text before sending.

Related Articles:

• Send a Patient’s Records 
• Send a Referral