How to Email, Fax and download reports?

All Reports can be emailed to patients, clinician, referral doctor or other email id.

Below steps are applicable to all reports. We have taken Reconcile Copay Transactions as an example.

Navigate to Reconcile >> Reconcile Daily >> Reconcile Copay Transactions


Enter data for generating report and click "Review Results".


Click Email in report preview. Interface will open to enter email address. Enter email address or select Clinician/Referral Doctor/patient and click "Send Email". Email will be send immediately.

Click Fax on report preview. Interface will open to accept fax number. Enter valid fax number and click "Send Fax". The fax will be send immediately.


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