Fax Templates

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Security Policies

New fax-related security policies are available in Designer. Assign them to the appropriate roles as needed:

• Read — Viewing faxes

• Create — Creating and sending faxes

• Update — Editing faxes and assigning faxes to patients

• Delete — Deleting faxes

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Fax Templates

A Fax Templates section has been added to Designer. Templates are optional but allow care team members to select pre-built document templates when composing a fax, without having to upload a file each time.

The setup process is the same as for assessment templates. The file must be a Word document (.docx format). Within the document, you can use variables related to the patient and the user, as well as those created in the Variable Builder.