Creating a Letter Group

Creating a Letter Group

Creating a Letter Group

Overview: How to create and send a letter to the patient portal.

Audience: All staff

Review: Letters are created in an order group. This will allow attachments from the chart to be sent to the patient’s portal. This feature also functions to generate letters in the chart if not already there and submit to the patient portal. All letter groups can be printed or downloaded for email after selecting “Save”.


      Create a letter from Order group:

                             1.     In the patients quickview select from the patient’s task bar “Clinicals” > “Chart”

                             2.     To the top right corner of the chart select the menu icon.

                             3.     From the menu select “Create Order Group”.

                  

                        
                  
                  
               4.     Select the appropriate provider.      

                              5.     At the bottom of the ordger group select “Letters +”

            a.    If your submitting an item that’s already in the chart select “Attached documents”

            b.    If your submitting a letter from the prefilled options listed select the letter item or “blank letter”

                              6.     Select the “to” as the patient > “Add”

                              7.     Under the “Letters” section again, select “View or Edit.”

                        

            Attached documents: (Skip to "letters" section if NOT attaching items to letter)

                  1.     To attach documents from the chart to the letter group select “+ Attachments.”
                  2.     Select the date range, Use the check box to select an entire classification or use the arrow next to the classification to expand it and select individual items.

                                          

                  3.     Once all items are selected click outside the attachments box into the letter.

                                 4.     Free text inside the letter by hovering over it and clicking.

                                 5.     To send the items to the portal open the actions bar and select “Approve – close and email patient”. > “Save”.

      Letter:

                            1.     To edit the letter hover over it in the order group, it will highlight in blue > click on the letter. Free text will now be available.

                            2.     To send the items to the portal open the actions bar and select “Approve – close and email patient”. > “Save”.






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