Carbon Copy

CARBON COPY FUNCTIONALITY

When this functionality is set up it will automatically send the referring/consulting provider a carbon copy of your note, via their preferred method.

• Preferred Methods -

Referring Providers: FAX, PRINT Internal User/Providers: Review Task, Print, Fax

1. Set up the cc: method in both the referring provider dictionary and the user/provider dictionary

2. Validate/add fax numbers for those with whom you have selected a cc: method of fax

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Additional Option(s)

• If your Practice Management System has a PCP and/or Referring Provider field, have this information entered by your front desk or clinical staff prior to the provider starting their note. This will require your interface to feed this information over to TouchWorks. This will prove to be a huge benefit for the provider's workflow when carbon copying their note.