Step 4 – Typing the Letter

Before you begin

When you are ready to send the letter for the patient, there are now two fields to be selected when composing a new letter. Due to the setup within the template and patient record, the letter will automatically generate the required CC details. In the following example, the Practice required the Usual GP and Specialist CC'd in the letter.

Procedure

  1. From within the patient's record, select the Correspondence margin menu, and the click the New > Letter button. The New > Document window appears, verifying the Patient's name.
  2. Via the Base on Template drop-down list, select the letter required.
  3. Via the Associated Account drop-down list, select the required account.
  4. Click OK. This will display the letter with the CC details.



Results