How to enable fax, email or Phone note on the contact log for a user?

Accessing a User's Permission: Where to go?

1. In order to edit a user's account, you will need to navigate to List->Users
2. Click on the account code associated to the user to access the profile.

Accessing a Users Permissions

1. Once you access a user's profile, you will need to navigate to the permissions tab on the left.
2. Click Customize to begin editing a user's permission
*If the user happens to be using a template, it is advised to choose the option labeled as 'Permission Template.' This allows for the modification of templates; any alterations applied to the template will have an impact on all users assigned that particular template, rather than affecting only individual users.

What Permissions are needed?

In order for a user to email, fax, or add a phone note, they will need the associated permissions highlighted in the red box.
Case Contact Email and Site Email = Allows a user the ability to email from Quickemr
Case Contact Fax and Site Fax = Allows a user the ability to fax from Quickemr
Case Contact Phone = allows a user to add a phone note to the contact log

Contact Log - Fax

Within the case, you can send faxes related to that patient through the Case Contact Log tab by pressing the Fax button.  Once the fax is sent, you will see the the corresponding fax on the contact log report below.  Once completed, you will see a "Check Status" button appear in the Actions column, though the fax should auto update its current status when either successfully sent or failed.  

If the fax fails to send, you can resend it by clicking the Resend button located in the Actions column.

If the fax has successfully sent, you will then see two new options within the Actions column.

Receipt - where you will have the ability to generate a fax receipt, which will generate a fax confirmation report.

Sent Copy - will generate a viewable copy of the fax that has been sent to the recipient

Failed Fax Chat Notification

To ensure that you don't miss when a fax fails to send, you can set up failed fax chat notifications.  To set this up, navigate to Lists --> Users and select your user profile.  Next, open the Settings tab and check off the box for "Send Chat on Failed Fax", followed by pressing the Save button. Once enabled, the system will send you a chat message whenever a fax fails to send.

Please Note: You will need proper permissions to edit User Settings, as well as the global Chat setting turned on.

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