Setting Up Patients > Patient List and Patient Window Options > Using Quick Letters

Printing a Referral Intro Note

You can print an introductory letter to a doctor to whom you have referred a patient using the Quick Letters feature.

To print an introductory letter for a doctor to whom you have referred a patient:

1. Select an option:

2. From the List menu:Select Patient. The Patient List window is displayed. Double-click the patient.

3. In the Power Bar:Select Patient List Window. The Patient List window is displayed. Double-click the patient.

4. In the Account List or Account window:Select Patients from the Options menu of the Express bar or the Options menu. A Patient List window containing all of the patients associated with the selected account is displayed. Double-click the patient.

5. In the InOffice window:Select Patient from the Options menu of the Express bar. The Patient List window is displayed. Double-click the patient.

6. In the patient chart:Hover over the patient name on the patient banner and click the link.

7. In any window:Press Ctrl + O. The Patient List window is displayed. Double-click the patient.

The patient is displayed in the Patient window.

2. Select Letters and Labels > Quick Letters > Referral Intro Note from the Options section of the Express bar or the Options menu. The Output Options window is displayed.

3. Select the output type and click OK. The Referring Doctor Intro Letter Setup window is displayed.

4. In the Referral Information section, select a checkbox to indicate if the patient will be bringing his x-rays to the office or if you will be sending the x-rays.

5. In the Referral Reason section, type the reason for your referral. Click OK. The referring doctor introductory letter is displayed.

6.  Click Zoom In or Zoom Out to view the letter.

7. Click Print, select a printer, and click OK.

Sample Letter

Related Topics

Using Quick Letters