Create a Letter from an Encounter

Create a Letter from an Encounter

  Create a Letter from an Encounter (Provider)

For information about sending a provider-signed letter — such as a return to school or work letter — to the patient, see To send a provider-signed patient letter to the Patient Portal.

In the Sign-off stage of the patient ncounter, click the plus icon  next to the Letters heading.


       1.    Search for and select a letter from the list, for example, a consult or referral letter.

       2.    Note: Preferred letters (configured on the Letter Defaults page) appear at the top of the list.

       3.    Type — The type of letter you selected is displayed in this field. You can edit the type of letter, if necessary.

       4.    To — Search for and select the letter recipient.

       5.    CC — To send a copy of the letter to an additional recipient, click Add Recipient and then search for and select the recipient.

       6.    Note: You can repeat this step to add as many recipients as you like.

       7.    Click Add.

Additional fields appear:

       1.    Approve now — The letter is approved, and the letter content is locked. The letter automatically moves to CLOSE status.

       2.    Approve at encounter close — The letter continues to receive automatic updates from the encounter until the encounter is closed. At this point, the letter automatically moves to CLOSE status.

       3.    Approve at checkout — The letter continues to receive automatic updates from the encounter until the provider or staff click the Ready for Checkout button. At this point, the letter automatically moves to CLOSE status.

To send a provider-signed patient letter to the Patient Portal

For more information about sending letters to the Patient Portal, see Provider-signed letters for patients on the Patient Portal. For information about sending a letter to providers and people other than the patient, see To add a letter to a patient encounter (recipient is not the patient).

In the SIGN-OFF stage of the patient encounter, click the plus icon  next to the Letters heading.

Search for and select the letter template from the list.

       1.    To — If the patient's name does not appear in this field, click in the field to display the patient's name below the field, then click the patient's name to display it in the To field.

       2.    Click Add.

       3.    Additional fields appear.

       4.    Approval timing — Select an option from the menu. The Leave in REVIEW option allows you to display and edit the letter before you send it. The APPROVE options prompt you to select the delivery method and then send the letter as is.

Note: If you select an Approve option and the Notify by Staff option in the Delivery method field, the letter is available for staff to print at checkout.

       1.    Approve now — The letter is approved, and the letter content is locked. The letter automatically moves to CLOSE status and is available on the Patient Portal for the patient.

       2.    Approve at encounter close — The letter continues to receive automatic updates from the encounter until the encounter is closed. At this point, the letter automatically moves to CLOSE status and is available on the Patient Portal for the patient.

       3.    Approve at checkout — The letter continues to receive automatic updates from the encounter until the provider or staff click the Ready for Checkout button. At this point, the letter automatically moves to CLOSE status and is available on the Patient Portal for the patient.

 



    • Related Articles

    • 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 ...

    • Create Standing Order/Future Order outside an Encounter/

      Create Standing Order outside an Encounter 1.) In the patient’s chart, click on the Hamburger and select the Patient Action Menu (Hamburger) 2.) Click on Diagnoses & Orders 3.) Add your diagnoses and orders 4.) Once added select click on "Standing ...

    • Schedule II & Stimulant Workflow (If Signing Encounter)

      Schedule II Prescription Workflow (If Signing Encounter) When a prescribing APP needs to order a Schedule II drug and or stimulant, you will create an Order Group and route the unsigned prescription order to send your supervising provider. The ...

    • Prescriber Encounter Workflow: New Patient/Follow-Up

      Prescriber Encounter Workflow: New Patient Intake: Data Reconciliation Review patient intake tabs. You will see an option to reconcile any data that your patient completed in Epion. Data Reconciliation steps: A RED alert bar appears on the left side ...

    • Schedule a Patient appointment from the Encounter

      Schedule a Patient at the end of the Exam (Provider Workflow) At the end of the patient appointment, you can schedule the patient for a follow-up visit with the steps below:     In the SIGN-OFF stage of the One Stage Encounter, there is a Close ...