Change "Fax" from Communication widget to Interaction widget
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K
Kirby Farnsworth
1) Faxes are not communications to/from patients like calls/texts/emails are to and from patients. Faxes are generally medical files relating to a patient that should be listed in the "Interactions" widget and not the "Communications" widget on the patient's chart.
2) When faxes are placed in the "Communication" widget and not the "Interactions" widget on the patient's chart, it does not allow you to upload the fax PDF file to the patient's portal to share with the patient. The only workaround to this is to then download the inbound fax, upload the PDF file to an interaction, sign the interaction, and then the "member access" toggle switch may be selected to share this with the patient to their portal.
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Tasha Demkiw
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Faxes are now in the Interactions list.
This update reduces workflow friction and better aligns fax content with clinical documentation rather than practice-to-patient communication.
Key Benefits:
- When a fax is assigned to a patient, it will automatically appear in their Interactions list, eliminating the extra step of creating it as a document.
- Assigned faxes can now be shared with the patient through the portal.