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Phoenix Ortho

eFax Administration Outbound Fax Reports

Overview

Explains how to use the management tools and reports in the outbound eFax solution in Phoenix Ortho EHR.

Goal

Once you receive the username and password  for the outbound eFax from Phoenix Ortho EHR's support team, this article shows some of the management tools available to you as the administrator.  Utilize the tools to troubleshoot error messages, monitor usage, verify documents sent and other filter options found on the dashboard.  

Enrollment and Set Up in POEHR

Begin by an email to help@phoenixortho.net to register for the outbound eFax solution through Phoenix Ortho EHR.  Billing will be monthly from Phoenix Ortho. 

See Version Release Notes found here:   Version 4.00.170 Release 

Watch User steps for sending eFax from Phoenix Ortho EHR here:   e-Fax Set-up and Usage Video

eFax Portal Usage

Save https://portal.concordfax.com/Account/LogOn as a favorite.

Enter Username and Password provided by Phoenix Ortho support.

 

This is the HomeDashboard view with sort options for single day or multiple days view.

The data view is for Outbound Totals only.

 

  1. Select Reports.
  2. Select Outbound Activity

All outbound activity is for the time period filter selected.

This view shows Export options to a CSV for more management control use. 

 

  1. To view a particular job, select the list icon on t the left of the Job ID.
  2. Select Details.

 

Item faxed is visible when the "view" option is selected.

 

Options for Filter Dates.

 

Options for Filter sort.  Most used for Fax Number sort.

 

Status Filter provides Admin user ability to review Outbound Fax activity status. 

 

What's Next

Confirm fax numbers are entered in File Maintenance for Referring Providers, Locations, and Labs.  

If Referring Providers is part of the interface message from the Practice Management (scheduling) software, check with Phoenix Ortho Support on the best way to complete this portion.

Other useful links:   Efax Log       ​​​​​​​

eFax Audit Log and Coversheet Personalization-Webinar Mar 29, 2016

Audit Log Use - Webinar Jan 15, 2016