Selecting Letters

To select a letter:

1. On the WinOMS toolbar, click or . The Patient Search window or Referral Source Search window is displayed.

2. Type search criteria in the search fields and click Find. The records matching your search criteria are displayed on the left side of the search window.

3. Double-click the patient or referral record for which you want to select letters. The Patient Workspace window or Referral window is displayed.

4. Click . The Letters window is displayed.

5. Click and drag a letter from the Document field to the Selected Documents field. Repeat this step for every letter you want to select.

6. Click Merge to generate the letters. See Generating Letters.