O-14-219 Review External Fax Communication

👤 Responsible Person

Clinical Supervisor

🎯 Purpose

Outlines the steps to review an external fax communication that has been created by a back office or field clinician to determine if follow up or tracking is needed.

🔄 Process

1. Go to Review Coordination Notes

   

2. External Fax Communication workflow generates to BOTH Administrative Specialist and Clinical Supervisor responsible positions

   1. Refer to O-14-218 Process External Fax Communication for Administrative Specialist responsibility to send fax to provider

      

3. Select note

   1. Provider Name and Location should be included in the note

      

4. Select Review Coordination Note

   

5. Review contents of External Fax Communication Note
   1. If notification only and follow up is NOT required, see #1

   2. If External Order Request and follow up IS required, see #2

      

#1 Notification Only: Follow Up NOT Required

1. Close out of note to return to workflow task

2. Select “Add Follow Up Comment” if needed

   

3. Select “Note Reviewed”

   

   
   

#2 External Order Request: Follow Up IS Required

1. Look for follow-up comment from admin indicating order request was faxed

   

2. Close out of note to return to workflow task
3. Select Cancel if additional time for follow-up is needed

   1. This will keep the coordination note in Clinical Supervisor workflow as a reminder that additional action is needed

      

4. Supervisor may delegate follow up to Case Manager, Visit Nurse, Back Office Clinician, etc., as needed
5. Coordination note should NOT be “completed” until order has been received or issue has been resolved

6. When ready to resolve coordination note, add follow up comment and select “Note Reviewed”

   

📅 Effective: 05/01/2025  |  🛠️ Revised: 07/18/2025  |  ✅ Approved by: JS