Importing Documents into Correspondence

Importing Documents into Correspondence

This article will cover how to import documents into correspondence on a patient's record.

From the Correspondence section in Clinical in the Patient record, select either Out or In then click Import to open the letter properties form.

Fill in the form with all the required details.

DO NOT CLICK SAVE.

There are a number of options available for imported letters. Click More to reveal a drop-down list of options, and click to change the Status, assign a Follow Update, or Assign, and Review Task for another user.

To Add an Attachment, click Select File to open a file explorer window, and select the file to upload. 

Once the file is uploaded, the file name will be on the form, with Done 100% written above it.

Click Save to finish.

The newly imported letter will now be visible in the Correspondence summary in Draft status.

To change the status from Draft to Final, tick the box next to the Correspondence and click on Status and choose Final.

How Do I Create a New Inbound Correspondence?