PPS: Faxing Documents from the Patient Chart

This article applies to the Private Practice Suite

Faxing documents electronically from a patient chart is quick and easy by using the fax button.


  • Documents can be faxed one at a time or in bulk
  • This feature is for outgoing faxes only
  • Faxing must be enabled for each practice.  After faxing is enabled, the fax button will appear
  • There is no setup fee to enable faxing, but there is a $0.06 (6 cents) per page charge to use the feature


  1. From the patient chart click on the Documents 
  2. Select the checkbox(s) next to the document(s) that you would like to electronically fax
  3. Click on the Fax button

  1. Enter the fax number (required) and other details
  2. The "Provider" field is the outside provider or location that will be receiving the fax.
  3. Once the provider has been selected, the "Recipient Name" field will automatically populate (editable)
  4. Enter the cover sheet notes

Example of a cover sheet (there is a $0.06 (6 cents) charge per cover sheet)

Note: Any document that has any type of password protection or restriction will cause an error if the document is faxed within Valant. The fax file size limit is 20mb. 


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