Adding fax contacts/recipients

Your previous fax contacts will save to the “Recipient Organization” dropdown, but it’s easy to create a new contact when generating a referral. To do so, begin the fax generation process. Then:

1. On the Fax Details screen, click on the “Recipient Organization” box and type the name of the contact.
2. Click “Create: [Name of Contact]"
3. Add phone number and any other requested information
4. Click “Generate Cover Page” and continue referral process