How to fax notes?

Once fax is enabled on your account, TheraPlatform allows you to fax progress notes, treatment plans, discharge notes and pdf attachments directly from client chart.

To send notes following these steps:

Step 1: Click on Clients < next on the eye icon next to the name of your client to open the chart or start typing the name of your client in the upper search Clients. Select the client and this will open the chart.

Step 2: Click on Notes.

Step 3: Select one of the notes "Assessment and Treatment Plan", "Progress Notes" or "Discharge Notes"

• Open one of the notes by clicking on "eye" button
• Click on "fax" icon at the bottom of the form
• Provide required information and click on "Send" button

Note, by default the system tries to retrieve "Referring provider" name and fax number if specified on the client account.