Send To Med Records

The Send to Med Records feature allows you to send documents from your device to Medical Records for client records.

The Send to Med Records feature is listed under the Utilities tab.

Enter the client ID/Name for the client/chart that the document(s) are for.

Enter a comment about the document, if applicable.

Select the appropriate fax location.

Click Choose Files to browse your computer/device for the file(s) that you need to send.

Your file(s) will be listed in the box below the Choose Files button.

Once you've chosen all the files you need to send, click Upload Documents to send them to Medical Records.

You will then see this message, confirming your documents have been sent.

Clear Form

You can clear the entire form with one click by clicking Clear Form.

This basically just reverts the form back to start.

KBH University