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How To Send A Fax Using The Dashboard

Create and send faxes to any other providers in a few clicks with MedEssist! You can also save time and fax documents directly into your PMS (requires a fax-enabled PMS)

1. Navigate to "Schedule" tab on the dashboard side bar.

2. Click "New" then click "Fax" from the drop down menu.

3. Click the "Primary Care Provider Last Name, First Name" field.
Select or enter your recipient.

4. Type your message, or use a template to save time!

5. Click "Load Template"

6. Click "Recommending Therapeutic Substitutions"

7. You can also upload and attach a file by clicking "Choose File"

8. When you're ready, click "Send Fax"