Version 20.17

About

There are a couple of ways to gather data about eFaxes, both from an overall Practice usage perspective and at the individual patient level. Below, you'll find information on how to:

Run an eFax Usage Report

The eFax Usage Report is used at the Practice-level to gain insight into inbound and outbound eFax page consumption (usage), based on a Month/Year parameter. Once the parameter is selected and the report is downloaded, it is available as an Excel CSV file. 

1. Navigate to the eFax Usage Report: Admin tab > eFax Usage.
2. (Required) Select a Month from the drop-down.
3. (Required) Select a Year from the drop-down.
4. Click the Download button.

Tip: If you receive one of the following error messages, there is no eFax usage for the Month/Year specified. You'll need to choose another combination to report. Occurs when there is no report for the selected Month/Year: Occurs when a future Month/Year is selected:

1. In the Save As window, select where you'd like to save the downloaded report.

• Cloud Practices: Save the report as you normally would - Network > tsclient > \\tsclient\C > Users > Your Name (or another previously established folder for Cloud downloads)
• On-Premise: Save the report locally

1. Enter a file name for the report.
2. Click Save. You're notified on-screen that the report was successfully saved; click OK.

Review eFax Actions/Changes in a Patient's Audit Trail 

OP's Audit Trail captures actions/changes for both Inbound and Outbound eFax Messages that are available to view by patient or date range in:

• Admin tab > Audit Trail > Audit Trail of Changes to Records: To include the before and after changes in the grid, click the Show/Hide Visible column button located to the left of the Date column and select the Before Changes and After Changes checkboxes.
• Admin tab > Audit Trail > Log of Access and Review of Records: To include the action taken on the fax, click the Show/Hide Visible column button, located to the left of the ID column, and select the Action Value checkbox.

Below is a list of eFax actions that are recorded in the Audit Trail.

• Linking and/or unlinking of a patient to a Fax Message
• Changing of the linked patient
• Marking Inbound Fax Messages as Read
• Sending of Fax Messages
• Resending of Fax Messages
• Printing of Fax Messages with linked patient
• Printing of Fax Message lists with linked patient
• Fax message replies (including Reply All), Comments, and Forwards

Version 20.16

About

There are a couple of ways to gather data about eFaxes, both from an overall Practice usage perspective and at the individual patient level. Below, you'll find information on how to:

Run an eFax Usage Report

The eFax Usage Report is used at the Practice-level to gain insight into inbound and outbound eFax page consumption (usage), based on a Month/Year parameter. Once the parameter is selected and the report is downloaded, it is available as an Excel CSV file. 

1. Navigate to the eFax Usage Report: Admin tab > eFax Usage.
2. (Required) Select a Month from the drop-down.
3. (Required) Select a Year from the drop-down.
4. Click the Download button.

Tip: If you receive one of the following error messages, there is no eFax usage for the Month/Year specified. You'll need to choose another combination to report. Occurs when there is no report for the selected Month/Year: Occurs when a future Month/Year is selected:

1. In the Save As window, select where you'd like to save the downloaded report.

• Cloud Practices: Save the report as you normally would - Network > tsclient > \\tsclient\C > Users > Your Name (or another previously established folder for Cloud downloads)
• On-Premise: Save the report locally

1. Enter a file name for the report.
2. Click Save. You're notified on-screen that the report was successfully saved; click OK.

Review eFax Actions/Changes in a Patient's Audit Trail 

OP's Audit Trail captures actions/changes for both Inbound and Outbound eFax Messages at the patient level. Below is a list of eFax actions that are recorded in the Audit Trail of Changes to Records tab in the patient's Audit Trail (Admin tab > Audit Trail > Audit Trail of Changes to Records tab).

• Linking and/or unlinking of a patient to a Fax Message
• Changing of the linked patient
• Marking Inbound Fax Messages as Read
• Sending of Fax Messages
• Resending of Fax Messages
• Printing of Fax Messages with linked patient
• Printing of Fax Message lists with linked patient
• Fax message replies (including Reply All), Comments, and Forwards