This report lists every fax received in Stride for clients integrated with Documo only.
For clients participating with Documo: all faxes received through Documo will be received into Stride and can be found in this report.
There are three tabs within the Received Faxes report: Unassigned, Assigned, and Ignored.
Unassigned
All received faxes will populate in the Unassigned tab until they have been worked. When a fax is received in Stride, there are three options upon clicking the three-dot menu to the right of the fax: View PDF, Assign to Case, and Ignore.
- View PDF: this will open the PDF of the faxed file in a new tab in your browser
- Assign to Case: enter the patient name and select the appropriate case. The faxed document will be placed under the Files tab within the assigned case, and can also be found in the Assigned tab of the Received Faxes report
- Ignore: these will move to the Ignored tab of the Received Faxes report
The Unassigned tab includes 3 columns:
- Date Received: the date the inbound fax was received
- Sender Fax Number: the fax number the inbound fax was received from
- Location: the practice location the inbound fax was sent to
Assigned
Received faxes will land in this tab once they have been assigned to a patient’s case. The faxed document will populate in the patient’s case under the Files tab, but the history will remain in this Assigned tab for review. The following options are available when clicking the three-dot menu to the right of an Assigned fax:
- View PDF: this will open the PDF of the faxed file in a new tab in your browser
- Re-assign Case: here you can change the patient and case associated with the fax
The Assigned tab includes 5 columns:
- Date Received: the date the inbound fax was received
- Sender Fax Number: the fax number the inbound fax was received from
- Location: the practice location the inbound fax was sent to
- Patient: the patient the inbound fax was assigned to
- Case: the case the inbound fax was assigned to
Ignored
Any received faxes where “Ignore” was selected from the Unassigned tab can be found in the Ignored tab. This tab allows the following functions when the three-dot menu to the right of the fax is selected:
- View PDF: this will open the PDF of the faxed file in a new tab in your browser
- Unignore: this will move the fax back to the Unassigned tab
The Ignored tab includes 3 columns:
- Date Received: the date the inbound fax was received
- Sender Fax Number: the fax number the inbound fax was received from
- Location: the practice location the inbound fax was sent to