Print, Download, Forward, or Open Patient View

Overview

Before you begin

• For forwarding, you need the destination fax number.
• For forwarding, you need an inbox with a fax number to send from.

Steps

1. Click Inbox.
2. Open the document.
3. Click the ... menu in the header.
4. Click Print to open a printable version.
5. Click Download to download the document.
6. Click Forward to send the document by fax.
7. Click Open Patient View to open the patient record if a patient is assigned.

Troubleshooting

• If Open Patient View is disabled, then assign a patient to the document first.
• If Forward does not work, then make sure you enter a fax number and choose a sending inbox with a fax number.