Creating New Letters
The letters module can replace and basic word processor and allows
you to create the following letters.
Invoice Related Letters
These letters go to a referring doctor about a patient's specific
visit. A letter can be set-up for any invoice by clicking the
Letter button while in Billing. These buttons are located
in
the top button bar section. Additionally, you can force the creation of
a letter based on what procedure was billed on an invoice. This feature
is set up in the Procedures
module and is called Auto Ref, short for "automatic referral
letter". Once a letter has been started you only need to know the chart
number to find the outstanding letter and then select a Letter Body and edit its content.
To start a letter while in Letters
Click New and select the type
of letter to
create. A Patient letter
assumes that you just came from the Patient Module, uses the last
remembered patient to create the letter and sets the letter type to
"Patient". If the wrong patient was selected, hold down the ctrl key on your
keyboard and click into the Chart
field and change the Chart number.
If you select Doctor you will
be able to enter an invoice number if you know it. The patient's
name,
diagnoses and visit date are entered.
The doctor whose name appeared on the invoice will have his/her name,
address and correct salutation added to the letter. To change
doctor
just change the Address code on screen OR you can enter all pertinent
information
by hand for that rare occasion. Type in the full name and address
of
the doctor into the appropriate fields. Use upper and lower
case.
Do not forget the correct salutation!!!
Note: When an Invoice# has been
entered
AND the letter has been selected to go the the Doctor the letter is
fully
formatted as a referral letter.
To print the letter now click the Current button on top. To
print
LATER as a batch select Later located just below Addresse or Compose
depending on what screen you are on. This will also invoke the
automated spell checker. Once printed Done is selected!
Creating Letters NOT going to a patient
A letter can be created and addressed to anyone whose name and address
is in Addresse but has no reference to any specific patient encounter.
- Click New and confirm your
action by selecting Doctor.
- Enter a provider code in the
Addresse field on the
Addresse
section. To get a list of all possible choices click the down arrow
next to the
Addresse field.
- If no Invoice# is entered
AND the letter has been selected to
go Doctor then the letter is
UNFORMATTED as referral letter (no Re: or
Dxs:,
etc.) and the letter is addressed to the provider entered.
Creating Letters going to a Patient
Letters can go to any patient whose name and address is in the patient
database. This can be a thank you note, a reminder about upcoming
surgery, etc.
The best way to create a letter to a patient is to first find the
patient in the Patients Module, go to the Records tab and click New in
the correspondance list area.
- Click New and confirm your
action that you want to create a patient letter.
- A new record is started and
the Chart number entered for you.
- You can
now go to the Compose tab,
select a Letter Body and
complete your
letter.
Adding a Postscript message
To add some sort of postscript message first select a Label from the
pop-up
list.
f you want a CC: to go to another doctor, enter that doctor's CODE
in PS Provider field and the name and address will appear in the Post
script message field. You could also type any information you
want in this
field.
last updated 9/14/2004
