Document Annotator

Annotating and faxing documents just got easier with Cortico.

The Annotator allows clinics to:

1. Annotate documents directly on the EMR using custom stamps and digital signatures

2. Save and print annotated documents with a single click.

3. Dispatch faxes instantly with SRFax or RingCentral without ever leaving the EMR

Sample Workflow

An example of a workflow is:

1. Doctor receives a document from the inbox

2. The doctor is required to sign the document, mark the date signed and fax the document.

3. The doctor clicks to display the document

4. Using the Annotator, the doctor applies a saved signature and a date stamp.

5. The doctor then selects fax to transmit the annotated document via SRFax or RingCentral.

Clinic's will be able to have default clinic fax settings and providers have the opportunity to save their own if needed.

Setting up Clinic's Fax Settings:

We can set up the annotator feature for clinic using SRFax or RingCentral. See below for the specific information need for the set up. Please call our support line to securely share the details with our team at +1-833-267-8426

If the clinic uses SRFax, please provide the following information:

• Fax Account Number

• Fax Password

• Fax caller ID

• Fax sender email

If the clinic uses RingCentral, please provide the following information:

• Fax Client ID

• Fax Client Secret

• Fax JWT Token

To gather the RingCentral information, please follow the steps below.

Client ID and Secret:

1. Log into the RingCentral Developer Console (developers.ringcentral.com)

2. Click Create App (top-right usually)

3. Select REST API APP and click Next

4. App settings: Auth: Select JWT auth flow

5. Required Scopes: Ensure Faxes are selected in permissions

6. Click create. Under the credentials tab, you can find the client id and client secret.

JWT TOKEN:

In the same console, click the profile/name in top right and select credentials

1. In the same console, click the profile/name in top right and select credentials

2. Click create JWT

3. Name it. We recommend selecting "only specific apps" and choosing the app created above.

4. Create and copy the JWT string (can't access this after this window).