You can share forms created in the TELUS Collaborative Health Record (CHR) with other providers and patients via fax, email and through our secure messaging system. You can also print forms to give directly to the patient (see Using electronic forms).

You can quickly fax forms directly from the Forms section of the patient chart without having to open the form. Or, you can fax or email from an open form. This is helpful if you are creating a new form or to reference the form before sending it.

๐Ÿ’ก Tips:

  • You can attach a cover page only to an open form.

  • See the most recent fax details under the Last Fax column. If the fax fails, see Viewing outgoing items.

If the form contains personal information, we recommend our secure messaging system rather than email. You can attach the form to a message and send it internally or to the patient. For more information, see Sending messages to patients through the patient portal.

Steps

  1. From the patient chart, click Start/Open > Forms. The form section opens.

  2. To fax a form without first opening it:

    1. Next to the form you want to fax, click the fax icon under the Actions column.

    2. The Fax Form window opens, from the list, choose Facility or Contact.

    3. In the Search Recipient field, search for your recipient by typing their name or fax number.

      ๐Ÿ’ก Tip: If you do not want to add the number to your contacts, free text the fax number.

    4. Click Send, and the fax is sent.

  3. To fax an open form without a cover page:

    1. Click to open a historic form, or for a new form, click Add Form. (see Using electronic forms).

    2. At the bottom of the form, click Fax. A new window opens.

    3. From the list, choose Facility or Contact.

    4. In the Search Recipient field, search for your recipient by typing the name or fax number.

    5. Click Send.

  4. To email, or fax with a cover page:

    1. Click to open a historic form, or for a new form, click Add Form. (see Using electronic forms).

    2. At the bottom of the form, click PDF. The PDF Settings window opens.

    3. From the list, choose the cover page you would like to use. To create a new cover page template, see Creating cover page templates. If you do not want to use a cover page, choose None.

    4. Under Cover page autofill templates, choose the information you want to pull into the cover page (See Pulling information into forms).

      ๐Ÿ’ก Tip: If you always choose the same options hide, the Auto Fill Template window to save time. Select Do not open this dialog by default. Conversely, if you do not see the popup window, you may have selected this check box. To enable the window again, see Enabling skipped dialog messages or warnings).

    5. Click Save.

    6. A preview of your form including the cover page will open. At the top-right corner, click the email or fax icon. ๐Ÿ’ก Tip: To open the PDF settings window again, click the gear icon.

    7. When selecting the fax icon; The Fax Form window opens, from the list, choose Facility or Contact.

      • In the Search Recipient field, search for your recipient by typing their name or fax number.

      • Click Send.

    8. When selecting the email icon; The Email Form window opens, click the Search Recipient field to search for your recipient by name.

      ๐Ÿ“Œ Note: The recipient will auto-fill based on the autofill template recipient you selected when first opening the form.

      • To send from the email address set in your profile and allow for replies, select Allow Replies. If not selected, the email will be sent from NoReply@inputhealth.com.

        ๐Ÿ“Œ Note: Replies go to your email provider (Gmail, Outlook etc.) and not to your CHR inbox. To change your email address, see Updating your user profile information.

      • If you are sending the email on behalf of a provider and not yourself, click Edit. From the provider list, choose the provider. The provider's email address is used instead of yours.

      • To use a message template, click Template at the top-right corner. To create a new template, see Creating message templates.

      • Review and edit the Subject and Message as required.

      • Click Send.

Updated May 5, 2022

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