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Knowledge of what to do with incoming fax

  • First, assess whether or not the document is significant and worth processing. If it is an AD or an advertisement, you can throw it away. When in doubt, ask Jeff or Cyndi for clarification.

  • If the document needs to be processed, verify what it is. (patient records, legal document, letter from a doctor’s office, etc.)

  • If the document requires action, attach an Admin Note to it, and continue with the steps you know to complete.

  • If the document needs to be shown to CK, place in the “Show to Cyndi” folder.

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