How to Annotate & Fax Out of Tracker
This document will show you how to Annotate and fax out an order or document from Tracker.
Chris Pentland
13 steps
2 minutes
1
Navigate to Tracker and login
2
From the New Inbound Items worklist select the fax you want to work on
Annotating and Faxing Out
3
Select the order that you scheduled in Epic by clicking on it and click the custom button "Annotate"
4
Click the "Enter text" field and enter the text you want to annotate on the fax. In this example, we entered a case id and initials.
5
Click the + sign to have the text pasted on the document
6
Tip! If you just want to send this back to the sender directly, you can choose Options and " Save + Send Back to Sender". You can then skip steps 7, 9, 10, 11 and 12 .
7
Select the "Options" drop down and choose "Save and Send" to then have this save and then have the fax out pop up
8
Enter in your cover sheet information
9
Click "FAVORITES"
10
Click the check mark next to the fax number you want to fax the document to. In this example we chose Dr. Francis Smith
11
Scroll down and Click "Send" to fax the document out.
12
TIP: If you do not have the number saved as a favorite, you can go to the "Contacts" tab and then enter the number (area code and number) and then select "Send"
13
Click "Close"
How to Annotate & Fax Out of Tracker
This document will show you how to Annotate and fax out an order or document from Tracker.
Chris Pentland
13 steps
2 minutes
1
Navigate to Tracker and login
2
From the New Inbound Items worklist select the fax you want to work on
Annotating and Faxing Out
3
Select the order that you scheduled in Epic by clicking on it and click the custom button "Annotate"
4
Click the "Enter text" field and enter the text you want to annotate on the fax. In this example, we entered a case id and initials.
5
Click the + sign to have the text pasted on the document
6
Tip! If you just want to send this back to the sender directly, you can choose Options and " Save + Send Back to Sender". You can then skip steps 7, 9, 10, 11 and 12 .
7
Select the "Options" drop down and choose "Save and Send" to then have this save and then have the fax out pop up
8
Enter in your cover sheet information
9
Click "FAVORITES"
10
Click the check mark next to the fax number you want to fax the document to. In this example we chose Dr. Francis Smith
11
Scroll down and Click "Send" to fax the document out.
12
TIP: If you do not have the number saved as a favorite, you can go to the "Contacts" tab and then enter the number (area code and number) and then select "Send"
13
Click "Close"
