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General Letter

Version 20.4

About General Letter

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > General Letters

The General Letter window is where you write a letter on behalf of a patient. The patient's insurance information can appear, and if a response is required, the referral status can be marked pending (this is completed from the referral itself). This function is especially helpful when dealing with insurance companies.

General Letter Map

Number

SectionDescription

1

New Letter tabThe Letter tab contains fields necessary to create the letter on behalf of the patient.

2

Archive Letter tabThe Archive Letter tab contains previously written letters.  To view prior letters in a patient’s chart, click this tab.

3

Template Letters tabThe Template Letters tab contains the templates for letters.  To use a letter template, highlight the template and click the Use Highlighted Template button.

4

Archive Letter buttonThe Archive Letter button saves the letter to the Patient's record.

5

Make Template buttonThe Make Template button saves a written letter as a template for future use.

6

Function ButtonsThe function buttons navigate between letters, inserts a record, deletes a record, edits a letter, posts an edit, and cancels an edit.
7
General Letters buttonThe General Letters button opens the General Letters window in the patient's chart.

Version 20.3

About General Letter

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > General Letters

The General Letter window is where you write a letter on behalf of a patient. The patient's insurance information can appear, and if a response is required, the referral status can be marked pending (this is completed from the referral itself). This function is especially helpful when dealing with insurance companies.

General Letter Map

Number

SectionDescription

1

New Letter tabThe Letter tab contains fields necessary to create the letter on behalf of the patient.

2

Archive Letter tabThe Archive Letter tab contains previously written letters.  To view prior letters in a patient’s chart, click this tab.

3

Template Letters tabThe Template Letters tab contains the templates for letters.  To use a letter template, highlight the template and click the Use Highlighted Template button.

4

Archive Letter buttonThe Archive Letter button saves the letter to the Patient's record.

5

Make Template buttonThe Make Template button saves a written letter as a template for future use.

6

Function ButtonsThe function buttons navigate between letters, inserts a record, deletes a record, edits a letter, posts an edit, and cancels an edit.
7
General Letters buttonThe General Letters button opens the General Letters window in the patient's chart.