Integrated faxing

Every fax gets an owner, then a place on the chart.

Give the fax a category, decide who can send or receive it, and put it on the client once you know the record. Integrated faxing for behavioral health.

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Received faxes with Send Fax, a category, an assigned PIMSY user, and a client tagged onto the chart.

On the dashboard

An incoming fax shows on the Fax Received tile. Open it with View. Fax Sent lists what already went out.
A name on the fax

Assign it to the staff member who should handle it. A referral can go to intake. A school form can go to the clinician.
On the client chart

File it on the chart once you know the client. Send from a document already saved there.

See a fax land, then land on the chart.

The tour follows one test fax from the dashboard onto the client chart, then sends a document back out.

What integrated faxing is for

A fax that belongs to a client leaves from the chart and comes back to the dashboard.

Send from the document

Open the client, go to Documents, and fax a file already saved there. The document you send is already part of the record.
See what came in and what went out

Fax Received lists incoming faxes. Fax Sent lists what you have sent. Open either one with View.
Portal and Desktop

Send and receive in the Provider Portal and in Desktop. Integrated faxing is HIPAA compliant. PIMSY is ONC-Certified.

What you can do with a fax now

Assign it to a person, file it on the chart, and work it from a screen that is easier to find.

Hand it to one person

An incoming fax can be assigned to the staff member who should handle it. Intake gets the referral. The clinician gets the school form. The fax has a name on it before the session.

File it where the clinician looks

When you know the client, put the fax on that chart, with the documents, the notes, and the treatment plan. You choose the client. The fax stays unfiled until you do.

Work it inside PIMSY

The fax screen is easier to find, send from, and work in. Incoming, assigned, and sent faxes stay inside PIMSY, next to the chart.

Everything a fax connects to

Referrals, school forms, labs, and records requests do not stop at the fax screen. They sit with the chart, the note, and the people who already work that client.

Faxing questions

Is PIMSY faxing HIPAA compliant?

Yes. Integrated faxing in PIMSY is HIPAA compliant, in Desktop and in the Provider Portal. Staff send and receive from inside PIMSY. Incoming faxes are on the dashboard for the people who have access. PIMSY is also ONC-Certified.

Can we fax from the Portal and from Desktop?

Yes. You can send a document from the client chart, and you can receive or assign faxes, in the Provider Portal and in Desktop.

Can you assign a fax to a specific person?

Yes. An incoming fax can be assigned to the staff member who should handle it, then filed on the client chart. A referral can go to intake. A school form can go to the clinician.

Does an incoming fax attach itself to the right client?

No. You file it. Open the fax from the Fax Received tile, assign it to a person, and put it on the client chart once you know whose record it belongs to.

What can we send?

A document already saved on the client. Open the chart, go to Documents, choose Fax on that file, complete the fax window, and send. The sent fax shows on the Fax Sent tile.

Who is allowed to send or receive faxes?

Staff need the Faxing Send permission to send and the Faxing Receive permission to receive. An administrator assigns those. The people covering the inbox can be different from the people allowed to fax a document out of a chart.