Once you’ve generated a form, you can send it via email or fax as a PDF.

To share a Patient's Form, navigate to the Patient profile. While in the profile, click on the Forms tab.

This will take you to the Patient's Forms queue. For each Form, there are icons for actions that can be taken.

Click the Share icon to fax or email a form directly in NikoHealth.

After selecting the share button on the Patient's Form, the Share Outbound window will open.

The left side pane shows details and options for the Form. The right side is a preview of the included file.

In the Recipient section, select the Type of share you want (Fax or Email). Enter the appropriate send address. You can add multiple recipients with the Add Contact button.

The Attachments section shows the Forms/Documents included in what you're sharing. You can Upload additional Forms/Documents to add to what you're sharing. To change what you're previewing on the right hand side, click on the specific attachment.

If you want to include a cover page, keep the box checked. You can add additional notes to the cover page if needed.

You can also add footer text. Check the box and customize the footer text to whatever you need.

After all the details are complete, click Send.

If you choose to send a fax, you can keep track of the message in the outgoing mail of your inbox.