How do I import an outbound letter?

Follow these steps to import an outbound letter:

1. Open the patient record
2. Make sure you are in the "Clinical" tab
3. Make sure you are in the "Correspondence" section
4. Make sure you are in the "Out" section of Correspondence
5. Click Import to open the letter import form
6. Click to select the Date, From, To,  Subject, and Category
7. Click Details and type any relevant comments
8. Click the Confidential tick box to make the letter confidential
9. Click More (optional) to reveal a drop-down list
10. Select the Status, Follow-up date or Assign a Review Task to another user
11. To add an attachment, click Select File to open a file explorer, and select the file for upload
12. Once the upload is complete, the file name will be visible on the form
13. Click Save to complete

The outbound letter has now been imported.