Create a Contact Letter

If enabled, the My Health Record & Health Identifiers Service Integration will allow you to upload this to a Patient's My Health Record.


To create a new referral/contact letter, 

  1. From the Patient Correspondence Menu
  2. Select the New button next to the relevant New Contact Letter template, you can also select which Provider to send the letter to using the drop-down options.
  3. The New Referral letter screen will display.
  4. The screen has two sections:
    1. Address - confirms the Practitioner  address details for the letter, you can select the delivery option and recipient status
    2. Letter - this is the content
  5. Fill in the fields below: 

Field Name

Description

Address (Practitioners)

Practitioner

Any practitioners that have been added via Referrals appear here. For this letter, you can select whether you want each to be the:

•Original Recipient (OR)

•Carbon Copy (CC)

•Blind Carbon Copy (BCC)

 

Letter

Location

The Location that the letter is being sent from.

Provider

The provider that the letter is coming from/associated with

Description

A name for the letter

Upload to My Health RecordWhether the letter should be uploaded to My Health Record. See our My Health Record Integration Overview.
Replace My Health Record DocumentA specific existing document to replace.  See our My Health Record Integration Overview.
Email Subject
Email Subject

Letter Text

The text field provides a place to enter the text for the letter.  You can also insert preset letter templates.

 

See section Using the Text Editor for a more detailed explanation of how the Text Editor works.

Notes

Administrative notes that will not be part of the letter itself

 

6. When the letter is complete select one of the following options:

a. Save Draft

b. Send

c. Print

d. Cancel

7. The Letter then goes into the DRAFT option at the top of the screen (in the patient banner).


Note:

  • If there is a default template that you will be using always in your letters, this can be pre-configured to insert directly into Letter Text using Insert >Template within the letter. Refer to Create Letter template for information on how to create templates.
  • The behavior of Enter  Key: Enter key can be configured to New Paragraph or Line Break for a user level, Refer to Access User Profile.