Overview

Therabill will allow you to fax out your documentation (that you created using our custom documentation system) and/or your simple notes directly from within Therabill.  Please note that there is an additional charge on all faxes sent out. For current pricing please see: Monthly Invoicing: Add-on Pricing

Fax Out Documentation

If you are using Therabill's custom documentation system, you can fax out your documents from the Filing tab on the Edit Session Form or the Filing tab on the Edit Client Form.

1. Navigate to the Edit Session Form that the documentation is associated with.  (Alternatively, go to the edit client form that the documentation is associated with.)
   
   
   
   
2. At the top right of the edit session form, click the Filing tab.
   
   
   
   
3. Click the Send icon associated with the document that you would like to send out. Then select Fax.
   
   
   
   
4. From the Send Fax To pop-up. enter the Recipient's Name and Fax # (in the format XXX-XXX-XXXX). Select Include a Cover Sheet to enter any subject and comments about the fax, then click the Send Fax button.
   
   
   
   
5. The fax will be queued to send. Note: Depending on the size of the queue, the fax may not transmit for up to 5-10 minutes.

Fax Out Simple Notes

If you have entered any simple notes that you would like to fax out,  you can do so through the simple note viewer or from the filing tab of the edit client form that the simple note is associated with.

From the Client Note Viewer

1. Hover your mouse over Clients in the top navigation bar and then click on Client List.
2. Find the client and click the Notepad icon, then click View Notes.
3. You will now see the simple notes you have entered for this client.  Note: If you are seeing a note entry form, then click the Past Notes button at the top left of the form.
4. Click the Send icon associated with the simple note that you would like to send out.
5. A menu will appear asking if you would like to Email or Fax the document, click Fax.
6. Enter the Recipient's Name and Fax # (in the format XXX-XXX-XXXX).  Enter any subject and comments that you would like to go on the cover page and then click the Send Fax button.
7. The fax will be queued to send. Note: Depending on the size of the queue, the fax may not transmit for up to 5-10 minutes.

How do I know the Fax was sent?

Once the fax has been transmitted, you will receive a fax transmission email at the email address that you have entered under Admin in Therabill. This transmission email will let you know if the fax was successfully sent or not.

What about a Cover Letter?

Therabill will automatically attach a cover letter to all outgoing faxes.  The cover letter will show the subject and comments that you entered on the fax out form (see image above, to the right). Note: The cover letter does count as a page sent.