Fax a clinical note

Who can do this?

If you have a fax subscription on Halaxy, you can quickly share clinical notes with practitioners outside of your practice.

Fax a clinical note

  1. Open the clinical note.

  2. In the top right, click the Icon-Fax.svg fax icon. (Alternatively, next to the Save button, click the down arrow and select Fax.)

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  3. In the pop-up, configure the following:

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    • Practitioner: Select the practitioner as sender of the fax message. (Available for all users except Personal Access.)

    • Recipient: Select the recipient type and the patient / contact / fax number you want to fax the clinical note to. (Note: If you are manually entering a fax number, ensure you follow the correct fax number format.)

    • Cover Sheet Template (optional): Select a cover sheet template for your fax message.

    • Attachments (optional): If the clinical note has file attachments, click the Attachments field to add any of them to the fax message. Attached files count towards your page limits.

  4. Click Send.

When your fax sends to your recipient, the PDF version of the clinical note is attached to your fax message.

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