Faxing from Client Area

This guide provides a step-by-step process for efficiently faxing reports directly from a client's chart, ensuring you understand how to check report status and confirm successful transmissions. It highlights key features like reviewing fax cover sheets and accessing fax confirmations to streamline your workflow. Additionally, it addresses potential issues with fax settings, making it a valuable resource for optimizing your faxing capabilities. Overall, it enhances your efficiency and effectiveness in managing client communications.

Noteable Support
16 steps
2 minutes

Mynoteable

Faxing directly from a client's chart. Note: This workflow **will limit your faxing to one report type at a time**. If you need to fax multiple reports for a client we recommend [faxing from the Report Finder area](https://help.mynoteable.com/kb/faxing-from-report-finder).

Click into the chart of the client you need to fax a report for.

Navigate to the report tab that includes the report that needs to be faxed.

Click into the report to open the View mode. **Note: Ensure you click the date link here to open the report and not the edit view of the report.** **Note: If a report is not completely finalized (has a red dot on it) it WILL NOT show the fax option yet.**

Click "Fax"

Review the Fax Cover Sheet entering any additional details that should be provided then select the Send Fax option at the top of the page.

Where to find Fax Confirmation.

Once items are faxed either from the client chart or the report finder area you will have the status of the fax show under the Faxed column in that client's chart under the report tab. Click the link (if it is marked as Success) to view more fax confirmation details

To download the **full Fax Confirmation Page along with pages that were sent out** select the paper icon. This will download the fax confirmation to your computer so you can open and review.

For a **Fax Confirmation Summary**, select the Print Icon.

A Fax Confirmation will also always be noted under the client's Uploaded Files tab as well to review as needed.

If you aren't seeing the Fax option under finalized reports in Noteable you may need to check the Report's Fax Settings. An Administrator on your team can do so by following the steps below.

Click "Administration"

Click into the Program you need to review report faxing settings under.

Under the Report Templates tab ALL Reports that are currently able to be faxed will have a green checkmark in the respective "Faxable" column. **Note: Case Notes are the only items that do not have the option to be Faxed.**

If you notice the report you are trying to fax has a Red "X' under the Faxable column you'll need to edit the settings of that report by select the checkbox.

Once selected click on the edit pencil that appears.

Switch the "Enable E-Faxing" toggle to "Yes"

Click "Done" to save these changes

If the "Enable E-Faxing" is not showing for reports it means that you currently do not have the E-Faxing subscription turned on for your site. Reach out to your Partner Advocate or [success@mynoteable.com](mailto:support@mynoteable.com) to enable this subscription. Note: E-Faxing is an additional $25.00/month added to your monthly invoice.