How to work an Auto Indexed Fax
This tip sheet is about how to handle incoming faxes that are Auto Indexed.
Aiden Bearden
9 steps
20 seconds
Log in to Tracker
1
Navigate to Tracker and from the New Inbound Item worklist, select the Auto Indexed fax you will be working.
2
Click the Edit Entry Button. (Paper and Pencil)
3
Add or Confirm Document Type.
4
For this example we are using "Authorizations" as a Document Type. You will then add in any other custom fields if any are needed to index. Note: Document Type field may be auto indexed if information is on trained form.
Continue indexing any custom fields if applicable.
5
Click Save/Update Patient Information.
6
Click Reconcile Entry.
7
Select the correct Patient with Account Number.
If patient has not been scheduled choose UNASSIGNED Account #
8
Click "ASSIGN"
9
If there is an export set up and all criteria has been met, this document will now export to your EMR. And you can use "Clear from List" to remove the fax from the "New Inbound Item" worklist.
How to work an Auto Indexed Fax
This tip sheet is about how to handle incoming faxes that are Auto Indexed.
Aiden Bearden
9 steps
20 seconds
Log in to Tracker
1
Navigate to Tracker and from the New Inbound Item worklist, select the Auto Indexed fax you will be working.
2
Click the Edit Entry Button. (Paper and Pencil)
3
Add or Confirm Document Type.
4
For this example we are using "Authorizations" as a Document Type. You will then add in any other custom fields if any are needed to index. Note: Document Type field may be auto indexed if information is on trained form.
Continue indexing any custom fields if applicable.
5
Click Save/Update Patient Information.
6
Click Reconcile Entry.
7
Select the correct Patient with Account Number.
If patient has not been scheduled choose UNASSIGNED Account #
8
Click "ASSIGN"
9
If there is an export set up and all criteria has been met, this document will now export to your EMR. And you can use "Clear from List" to remove the fax from the "New Inbound Item" worklist.
