Letter Editing Screens
These section has the following topics:

• Top Button Bar Functions
• Addresse Section
• Fax Control Center
• C.C. and closing

There are two letter editing screen that differ in the buttons and selections on the right hand side. The two views are shown below, those being Addresse (discussed in this section) and Compose (discussed elsewhere), respectively.




Top Button Bar
The top buttons and fields are the same on each screen. Below is the left section of these buttons.

• Clicking Compose changes to that screen
• Clicking Preview shows you the current record in preview mode so you can see how it looks before you print it.
• Show Patient presents you with a list of the current patient's letters.
  
• Clicking Del deletes the current record, if not locked, after confirmation at a dialog. If you do not have deletion privileges you will need to use the "deletion password" in order to proceed.
• Clicking New gives you a dialog to start a new record. Click here to read more about starting a new record.
• Clicking Find gives you the Letters Find Dialog below. If searching on the Visit Date field be sure to type in the entire date (4/1/2004 not 4/1). For the Patient Name entire as little or much as you want (i.e. to find "jonathan Smith" you could type in just "jon smi")

• Clicking List not printed find all letters that have not been printed yet and gives you a list that you can print and work on.
• Clicking List just shows you a list of the current found set of letters.

The right section of buttons is shown below.

• If for whatever reason you need to change the Chart or Inv Number on a record, first hold down the ctrl key and click into the field. This extra step prevents accidental changes.
• To print ALL, the Current or Fax ALL letters (with the add-on feature of course), click the appropriate buttons. There is a separate chapter on Printing Letters and Editing Layouts.
  

The Address Screen
This screen allows to you to select which person this letter will be addressed to. The Patient's Providers are listed in the top section. Initially, when a letter is created by clicking the New button, the Addressee is filled in with the selected provider of the patient (the radio buttons in the patient's providers section determines the default primary letter addressee). This section also allows you to do other things as labeled.

• Clicking the arrow at A gives you a drop down list of all providers in the PhoneBook and other records with PickList selected as "Yes". Once selected, the records fills in
  
• Clicking B clears all the Addresse fields.
• Clicking C takes you to that person's record in the PhoneBook, if one exists.
• If you enter something into Starts with... and check the box, what's entered will be used to start the letter, such as "Hello fellow traveler,"!
  
• To select a different provider for this letter by click on either the Primary, Referring or Other buttons. 
• The clipboard icon copies that provider's short name (i.e. Dr. Smith) to the clipboard so you can paste it into the body of the letter. 
• The thumb icon takes you to that provider's PhoneBook record.
• The  icon copies that provider's name and address into the CC: field.
• These fields can be filled in manually so you can address a letter to anyone, even though they are not in the PhoneBook.
  

Fax Control Center
If you have the fax add-on function, and you are using either a pre-OSX Macintosh, or a Windows PC, you can set up this letter to be faxed to the Addresse rather than printed. To do this the Addresse or CC fields must be "Yes" and the fax number must appear in the field. Clicking the Fax it! button will fax the letter now and not later as a batch.

Selected Facility
You can also fax the current later to a selected facility. This comes in handy so faxing over a surgery booking sheet or history and physical. Once again, the facility must be in the PhoneBook.

Closing, C.C. and P.S. Type

• Closing selects the closing to be used before your signature, such as "Sincerely" (the default), or whatever else you select from the pop-up list. You can edit this pop-up list by selecting Edit... at the bottom and changing the contents of the list.

• C.C. (which actually stands for "Carbon copy") has a list of all PhoneBook entries. This field is filled in when you click the "CC letter" button in the provider's list discussed above.
• The P.S. Type field labels the "Post script" portion of the letter. The selections, which can also be edited, are "CC:", "Enclosures:", "P.S." and "BTW".
• The button "CC to patient" inserts the patient's name and address in the "PS" field. To clear this field click "Clear PS"

update 9/14/2004