O-9-301 Escalation of Inbound Faxes

🎯 PURPOSE

Outlines the steps required to escalate inbound faxes for existing clients to Clinical Supervisor and Case Manager prior to attachment to HCHB.

🔄 PROCESS

1. Go to Inbox, select View:

   

2. Select eye icon to view fax in inbox:

   

3. If any document edits are needed, such as separation of multiple clients, refer to O-9-214 Editing Documents in Mosai.

4. Select Send and Transfer icon, then select Send via Email:

   

5. Email draft will open in downloads folder. Click to open:

   

6. Complete To and Subject line of email.
   1. Send to Clinical Supervisor and Case Manager.

   2. Subject: Client Name, TEAM, and what the fax is (ie, lab results, external order, progress note, etc)

      

7. Send the email.
8. Return to Mosai and attach document to HCHB.
9. Refer to O-9-215 Create Case in Mosai and Attach to HCHB for detailed steps.

📅 Effective: 05.05.2025  | 🛠️ Revised: 10.21.2026 |  ✅ Approved: JFJ