Search for or resend a fax

You can review the history of all sent faxes, to confirm whether a specific fax reached its destination or not.

The destination is the physical location where the patient was transported by the EMS Emergency Medical Services unit creating the ePCR electronic patient care record. This can include hospitals, medical centers, nursing homes, another EMS unit, a residence, a morgue, and so forth.

Note: Valid destinations to email or fax a patient record must be medically appropriate locations, defined in the Admin module, under General > Locations > location type.

Information on configurations and settings that affect the EHR module is available in Configure tabs. .

1. (If you have not done so already) Access the EHR module in the ESO Suite.

   1. Do one of the following.

      • (If you are already working in the ESO Suite) Click the Home icon in the upper left corner of the screen.

        

      • (If you have not yet logged in) Log in to the ESO Suite.

        1. In a web browser, go to https://www.esosuite.net/EsoSuite.

           The ESO Suite login screen appears.

        2. Enter your user name, password, and agency name, then click Let's Go.

           If MFA multi-factor authentication is enabled, the Multi-factor authentication dialog box appears, displaying one or more methods you can use to verify your login credentials. The number of methods that appear in the dialog box depends on what MFA methods your ESO Suite administrators enabled in the Admin module.

           Click graphics to open them.

           Information on enabling MFA and specific MFA methods is available in the Admin module online help, in Configure multiple-factor authentication.

           Note: If your ESO Suite administrators have disabled MFA ("opted-out"), this dialog does not appear.

        3. (If the Multi-factor authentication dialog box appears) Depending on which buttons appear in the dialog box, verify your login in one of the following ways.

           With an authenticator application.

           1. Click MFA verification via authenticator app.

              The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the authenticator application installed on your device.

              

           2. Open your authenticator application and note the authentication code currently displayed.

           3. Enter the authentication code displayed in the authenticator application.

           4. Click Log In.

           With a text message (SMS short message service).

           1. Click MFA verification via SMS.

              The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the phone number recorded in your PM records and identified with MFA codes.

              

           2. Enter the authentication code sent to your MFA-registered phone number.

           3. Click Log In.

           With an email message.

           1. Click MFA verification via email.

              The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to your agency or department email address, recorded in your PM records.

              

           2. Enter the authentication code sent to your agency or department email address.

           3. Click Log In.

      The ESO Suite landing screen appears.

      Click graphics to open them.

      Note: If MFA multi-factor authentication is enabled, you can access and manage your MFA options through the PM module, on the Settings > Account page, as described in Manage a user account. If your agency or department has enabled MFA but has not purchased the full-featured version of the PM module, you can access your own MFA settings by clicking Change my Multi-Factor Authentication settings on the landing screen, then using the Settings > Account page that appears. If your agency has not enabled MFA, the Change my Multi-Factor Authentication settings link does not appear on the landing screen.

   2. On the top side of the home screen, click EHR.

      Tip: If your screen or browser window is too narrow to display all your agency's ESO Suite module icons, an options icon appears on the right side of the icon bar. If you click the options icon, a menu appears containing additional module icons.

      The EHR screen appears, displaying a list of patient records in the EHR module. The most-recent records appear at the top of the list.

      

      Different record status icons can appear in the list.

      Icon	Status
      	Unlocked/Draft The patient record exists in the ESO Suite database, and all crew members listed in the patient record may edit all fields in the record. ESO Suite administrators and personnel with security roles of either EHR Supervisor or EHR Manager can edit non-clinical fields.
      	Mobile The patient record exists on the mobile device, and has not been synchronized with the ESO Suite database. ESO Suite administrators, personnel with security roles of either EHR Supervisor or EHR Manager, and all crew members listed in the patient record can only access a print view of the record. Once the Mobile record synchronizes with the ESO Suite database. the record reflects its current status.
      	Locked The patient record exists in the ESO Suite database, and is locked. Only non-clinical fields can be edited by crew members listed in the patient record, ESO Suite administrators and personnel with security roles of either EHR Supervisor or EHR Manager.

2. In the lower right corner of the screen, click Fax History.

   

   The Fax History dialog box appears.

   

3. Review the list of sent faxes.

4. (Optional) Search for a specific fax.

   1. In the lower left corner of the dialog box, click Custom search.

      The Fax History - Custom Search dialog box appears.

      

   2. For Start Date and End Date, click the calendar icon on the right end of the field and select the appropriate date from the calendar that appears to define the date range the fax was sent in.

   3. For Fax Status, click the field or the list icon to the right of the field, then select the appropriate single option from the menu that appears.

   4. In Incident Number, type the incident number for the patient record you faxed.

      The incident number, used in conjunction with the incident date, uniquely identifies the incident. The incident number is commonly a sequential number and is numeric only.

   5. In Patient Last Name, type the last name in the patient record you faxed.

      The Fax History - Custom Search dialog box updates to display only the faxes that meet the search criteria you specified.

      

5. (If necessary) Resend a failed fax.

   1. In the lower right corner of the dialog box, click Resend Fax.

      The Fax patient care record dialog box appears.

      

   2. Click Send Fax.

      The EHR module sends the patient record to fax number associated with the patient's destination location, and the Fax History dialog box reactivates.

6. Click Close.