Client Profile: Records
Looking to fax a referral source or how to share client charts with another Provider?
Faxing a referral source is one of the options available when managing the client profile Records tab. Providers will have access to client information that includes: Treatment Plan, PHI Release Log, Chart entries and Chart Sharing, Fax Referral Source options and more.
Within the Article:
Chart Entries
Treatment Plan
PHI Release Log
Fax Referral Source
Chart Sharing
Chart Entries
Treatment Plan
PHI Release Log
By clicking on a provider can fill in the sections necessary, to log a new entry into the client's HIPAA-compliant Protected Health Information Release file.
Fax Referral Source
TherapyAppointment is not intended to replace your existing faxing solution, yet faxing a referral source is one of those helpful features that has been added to allow basic transmission of information directly over to a designated referral source!
First, select the referral source by searching the address book. Selecting Next offers a screen where information includes the fax message, the option to create a quick note and customize additional PHI log entry details.
Chart Sharing