Getting Started

Before you get started, make sure you have the following set up:

• Documo integration - Your Documo account needs to be connected to Jane before you can send a fax. Connecting Documo with Jane
• Cover page template (optional) - Set a default cover page in Documo if you want one automatically applied to your faxes. Creating a Custom Fax Cover Page Template in Documo

Instructions

To send a fax in Jane, follow the steps for one of the three methods below. Once complete, the fax is sent to the recipient's fax number and logged in your fax history.

📣 Heads up: Practitioner Limited users don't have the required access level to send faxes.

Option 1: Faxing a Single Chart Entry

1. Go to the patient's charting area.
2. Click the drop-down arrow next to the chart entry you want to send.
3. Select Fax.

4. Enter the Recipient Name and Fax Number, or select a contact from your address book.
5. If you want to include a cover page, toggle Cover Page on.
6. Add details to the Subject and Notes fields if needed.
7. Click Send.

🩵 Jane Tip: If you'd like inbound replies to go to a different fax number than the one you're sending from, add that number to the Notes field of the cover page.

What to Expect

A green Sent notification appears at the top of the page once the fax is successfully sent.

Option 2: Faxing Multiple Chart Entries in a Date Range

1. Go to the patient's charting area.
2. Click Filter/Export.
3. Select the date range you'd like to fax.
4. Click the three dots menu next to the filter options.
5. Select Fax.

What to Expect

Jane combines the selected chart entries into a single fax. A green Sent notification appears once the fax is successfully sent.

Option 3: Faxing a Treatment Plan

1. Go to the patient's Treatment Plan.
2. Click Actions next to the Treatment Plan you'd like to send.
3. Select Fax.

What to Expect

Jane combines all charts within the Treatment Plan into a single fax. A green Sent notification appears once the fax is successfully sent.

Important Notes

• The cover page template set as your account default in Documo is automatically applied to every fax, but you can customize the Subject and Notes fields per fax for patient- or practitioner-specific details.
• The Documo plan for Jane includes 3 fax numbers, but only one can be set as the default at a time. All outbound faxes send from the default number, regardless of which staff member sends them. You can change the default number in Documo via Fax > My Fax Numbers > Set Primary.

Related Guides

• Integrated Fax with Documo Hub
• Using the Documo Address Book
• Viewing Your Fax History in Documo