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How to Split a Fax for the Same Patient with Different Document Types
This guide provides step-by-step instructions on how to split a fax for the same patient with different document types using Save, Reuse Patient. It includes specific clicks and typing actions to be performed in Tracker. If you need to split a fax for a patient with multiple document types, this guide will help you do it efficiently.
Chris Pentland
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2 minutes
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Splitting the Fax for the Same Patient with Different Document Types
Splitting the Fax for the Same Patient with Different Document Types
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From the Home Page in Tracker, select the fax you want to index and split
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You can jump to the different pages in the fax using the arrows near the indexing area highlighted below.
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Start your indexing on the first page typing in the last name, first name and DOB of the patient.
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Select "Search" to find the patient via the HL7 Integration to your EMR.
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Select the patient that matches the fax you are indexing to.
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Select the "Document Type" and other custom fields necessary to complete the indexing. See below screen shots Steps 7 through 10.
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"Preferred Location"
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"Visit Type"
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"Ordering Physician"
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**Important:** Enter the Page for this first document for the patient
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In this example we will type "1"
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Scroll up to "Patients"
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Select "Save, Reuse Patient" which will save the indexing and then allow you to then index the next document for the same patient.
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Click the right arrow near the indexing area to move to the next page to associate to the same patient.
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Change the "Document Type" and any other custom field that may need to change for the next document.
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**Important:** Enter the page number for this next document for the patient. In this example we will type in "2".
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Type "2"
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Scroll up to "Patients" and select "Save, Reuse Patient"
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