Charm provides a secured Fax gateway to send and receive the faxes within your account. This keeps the Patients' electronic protected health information secure. Our integrated faxing solution helps in quickly attaching the inbound faxes to Patient records and faxing Patient Documents, Lab Orders, Rx, etc., all within your Charm EHR account.
Charm integrates with a third-party Provider S-Fax to send and receive the faxes.
To enable the Electronic Fax Service, follow the steps given below.
Once you have enabled the Electronic Fax Service, you can start sending e-Fax from various sections of Charm EHR.
To fax a Chart note, go to the 'Patient Dashboard > Encounters' section. Click on an Encounter that needs to be faxed. Only signed Chart notes can be faxed.
Select the Provider's name from the Directory List. The Fax number of the Provider will get auto-populated. You can also add the Remarks if required and click on the 'Send' button.
To fax multiple chat notes, go to the 'Past 6 months' option and click on the 'More Options' (...) icon near the '+ Encounter' button.
Select the 'Fax Encounters' option and choose the Encounters to be faxed. Select the Provider's name from the Directory and click on the 'Send' button.
To fax the Prescription to Pharmacies, configure the preferred Pharmacies under the 'Patient Dashboard > Patient Details > Pharmacy > Add Pharmacy' section.
Search the Pharmacy Name, Address, Fax, or Phone number. Click on the 'Add' option to add the Pharmacy.
You can also Pharmacies configured under the 'Directory > Pharmacy' section by clicking on the 'Select from Pharmacy Directory' option.
Once the preferred Pharmacy gets configured, you can fax the prescriptions from the 'Encounter > Rx > Fax Rx' section.
Select the prescription and preferred Pharmacy. Click on the 'Send' button to fax the Prescription.
To fax a Lab Order, click on the 'Labs' icon in the Dashboard and go to the 'Lab Order' section. Select a Patient and choose the 'Fax' option under the 'More Options' (...) icon. You can also fax the Lab orders from the 'Patient Dashboard > Lab Records > Lab Orders' section.
Select the Recipient name, Lab name, Fax number, other insurance details. Click on the 'Send' button to fax the Lab Order.
Similarly, you can send the Lab Results to other Providers either from the 'Labs > Lab Results' or 'Patient Dashboard > Lab Records > Lab Orders' section.
You can view the Faxes sent from Charm and check the delivery status from the 'Messages' section. To configure this section, the Practice should provide privileges under the 'Settings > Facility > Roles > Messages' section.
Click on the 'Sent' option under the 'Fax' section to view the sent faxes.
The received fax messages from others get listed under the 'Received' folder. You can attach the documents in the Received Fax to the following sections.
The fax that are failed to send gets listed under the 'Failed' section. Click on the message to view the reason for failure. You can send the fax again by clicking on the 'Re-send' button.