Print and/or fax demographic details Copied

After many requests from practices, you can now print and/or fax basic demographic information, such as a patient’s insurance information, pharmacy benefits, and preferred pharmacy.

To print and/or fax demographic details:

  1. From a patient’s chart, go to the Demographics page.

  2. Click on the new Fax or Print icons in the upper right corner (see callout 1).

  3. The document when generated includes practice information as well as an overview of the patient, including their pharmacy and insurance coverage (see callout 2).

  4. If you choose to send this as a fax, choose who to Fax to or Search for Fax recipient(s) in the window and hit SEND (see callouts 3 and 4).

  5. It will appear in Worklist Queues > Outbound Fax where you can view fax’s status (see callout 5).