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Generate Referral Letters 

To create or send a referral letter, you must first complete the following steps:

For patient letters, see Patient Letters. See Letter Merge for more complex letters.

  1. In the Toolbar, click the Letter dropdown. All attached referrals will list under Referrals:

  1. Select the referral name.

A list of custom sheets with a type of 'ReferralLetter' will show.

  1. Double click a letter to open it, then Fill it Out. Below is a copy of the internal Referral Letter. The default text is defined in the custom sheet. Click on text, then type to edit it. 'Letter text' indicates an area for the letter content.

  1. To send the letter, click Print/Email.

  • By default, if an email is already entered for the referral on the Edit Referral window, Email to referral will be checked, the email will show, and Paper copy will be set to 1. 
  • If an email is entered for the patient, it will also show, but the option will not be checked.
  • If no email is entered for a referral, the Paper copy default is 2. This value can be manually changed.
  1. Click OK.

Sent letters can be viewed in the patient's Chart module, Progress Notes and Account module.


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