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Phoenix Ortho

Batch Print and Batch Fax

Overview

This session will provide the user with step by step instruction on how to successfully batch print and batch fax.

Goal

Our goal is to provide the user with the skills, knowledge and ability to successfully maneuver through this process step by step.

Batch print

Search and select a patient

Select Tools > Batch Print

Determine which documents are required and select them by placing a check mark in the box to the left of the document

Select the printer icon in the top left corner to generate a hardcopy of the selected documents

Batch Fax

Search and select a patient

Select Tools > Batch Fax

Sort Filters within the Batch Fax screen

Fax Filter can be sorted by: Pharmacy, Referring Doctor, Location or Labs

Batch eFax calendar can be sorted by a date span

Batch Filter can be sorted by time frames of Day, Week or Month

Batch Filter can be sorted by Document Type

Batch Filter can be sorted by Provider

Batch Filter can be sorted by current patient

Batch Filter can be sorted by Images

User has the option to search for a different patient within this screen

User has the option to Select All documents/images to be sent in a batch fax

Column headers can be sorted by date of service, document name or document type.

Select the document(s) by placing a checkmark in the box to the left of the document(s

 

 

 

Batch Faxing to more than one recipient

Search and select a patient

Select Tools > Batch Fax

The user may free type the Fax Number and a name into the To fields.

Select Recipient To button for the free typed information to populate into the Recipient field.User may add more than one Recipient in this manner