Once the fax template, pclinkfaxform.dot, is in the
correct folder on your PC, you are ready to use it. This fax form is all set up
to pull your Doctor's name, address and phone number into the heading of the document, and
the account name and your user name from your Datacon data. Also, the date is filled
in automatically from your PC, and you can click in the fax document to type the
recipient's fax number, subject, number of pages, and your notes on the fax.
To use the fax document:
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Open your pcLink session,
log into Datacon, and bring up the account you want to send a fax to.
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For the fields on the fax
form to fill in automatically, you need to start out with your Datacon screen either on
the account screen or any patient screen within the account. It will be the account
name that is pulled into the fax form, even if your screen is on a patient.
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Now, open your new fax document in MS Word:
| Open MS Word (in pcLink click Go.. then MS Word, or
double click your MS Word icon on your desktop)
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| In Word, click File, then New (don't use the icon for
a new document)
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| Click the Letters &
Faxes tab
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| Double click
pclinkfaxform
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| Wait a moment for Word to load the form and update the fields
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| You should now see the data from Datacon in the fax form
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| Click where prompted in the document to enter the fax number, subject,
number of pages and notes
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| Print the document from Word, and you're done! Since you don't
need to save this document, just verify that it prints properly and then just close the
document and click No to save your changes. (If you do want to save it,
click File then Save As...)
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NOTE: When you open a new MS Word document from a template (like we
did here), you will notice Word doesn't open the original template document, but rather it
opens a copy with a different name. You never have to worry about "messing
up" your original fax template this way!
| If you want to send a second fax, don't close the document:
| Change your Datacon screen to the next account
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| In Word, click Edit then Select All. Your whole
document should be highlighted
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| Now RIGHT click anywhere in the highlighted area, then click Update
Field. Wait a moment for Word to update the fields.
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| Edit your fax number, subject, pages and notes. Print and you're
done!
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