Table Of Content
Connect and Coach supports incoming fax capabilities. One of the items that will typically be faxed to a store is a doctor’s referral form. PHRQL will create a doctor’s referral form in the Connect and Coach platform for use at your store. These forms will contain a site-specific data matrix code that is generated automatically; this data matrix code tells us where the fax should go.
Chapter 1. Generate a Referral Form
To generate a referral form:
A Referral Form opens in a new browser tab.
- These forms can be printed, stacked, stapled and given to the doctor for use when referring patients for counseling.
- Referral forms can also be faxed directly to the doctor, who fills in the data and faxes the form back.
Sample Referral Form
Chapter 2. Checking for Incoming Faxes
To check for incoming faxes:
The Fax Log screen opens. From this screen, you can view details for faxes in the Inbox, Outbox, faxes that have been Sent, and faxes that have Failed. Incoming faxes are listed in the Inbox tab.
Chapter 3. Downloading a Fax
In order to view an incoming fax, you’ll first need to download it.
The Fax Download screen opens.
An Alert screen opens telling you that the selected fax has been downloaded.
Chapter 4. Viewing a Fax
After you’ve downloaded the incoming fax, you can view it. To view a fax:
The fax opens in the View Fax window. Use the scroll bar to the right to view the whole fax.
Chapter 5. Assigning a Fax to a Store
To assign a fax to a store:
The Forward Fax window opens.
An alert window opens telling you that the fax has been forwarded.
Chapter 6. Assigning a Fax to a Patient
To assign a fax to a patient:
The Patient Fax Upload screen opens.
An alert window opens telling you that the fax has been uploaded.
Chapter 7. Viewing Forms Assigned to Patients
Once you have assigned a form to a patient, it becomes part of that patient’s electronic record. To view the form:
The form opens in a separate browser tab.