Fax Referral Source

Although TherapyAppointment is not intended to replace your existing faxing solution, our Fax Referral Source can be utilized in several helpful instances involving external provider communication and coordinating or updating care with your clients.

Required Roles: Owner, Manager, Therapist, or Record Custodian

Fax a Referral Source

To access this tool, go to:

  • group Clients (left menu)
  • Click on the client's name
  • Click Records (top tab)


  • Navigate to the section Fax Referral Source
  • Click the button


Note: There may be a drop-down option for if more than one provider sees this client.
  • The top To field pulls from your list of Practice Contacts
    • The fax number can also be changed manually while sending the fax
  • If you prefer to edit this first:
    • Use the Practice Contacts (located in Settings) to add your contact
    • If you don't have access, ask your owner or manager to add one for you


The system conveniently pre-fills message details about the client with information pulled from client session notes and records (Client information, Dx, if a treatment plan exists, and if a follow-up appointment has been scheduled). 

Make any edits or additions in the fax content box.

Note: We do NOT recommend sending chart notes this way, as it is not intended to replace your existing faxing solution. A simplified overview of the client's status, or any other relevant notations is the intended use of this feature.

Additional Options

Additional options for faxing beneath the content includes:

  • Creating a Quick Note entry for the fax (optional)
  • PHI release log details (required) indicating:
    • Who you released the information to
    • What was released
    • And the purpose of release


Once complete, click (bottom right) to send the fax.

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