How to Import and Send (fax out) a document in Tracker

This tip sheet will show a user how to upload /import a document(s) and then fax it out to a destination in Tracker.

Chris Pentland
11 steps
52 seconds

Navigate to tracker and login.

Click "Imports"

Click "Select multiple files to upload". These are your documents that you want to fax out and may be located on a shared drive or desktop. They must be in PDF format. "Select multiple files to upload" button.

Tip! Optional: You could index the newly imported transaction to the patient and save the indexing so it is easier to find before faxing/sending out the document in the next step.

The newly imported transactions will now show with a new tracking number. Select this transaction to highlight it and choose the "Send" quick button. If you don't have the Quick Button setup, you can choose "Actions" and then choose "Send" in the Drop-Down. Screen shot is below.

Quick Button screen shot of "Send"

"Actions" Drop down screen shot for "Send"

The "Send pop up" window will show and you will fill out your "Cover sheet"

Click "FAVORITES" if you have the fax number setup up you can select it and then move to Step 9. Or you can go to the "Contacts" Tab and type in the number you want to send to.

In the Contacts tab, under "additional destinations", type in the 10 digit number (area code and number only)

Click "Send" at the bottom of the pop up screen once you have entered or selected the number to send the fax.

Choose "Close" to close the pop up.