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Documents may include the patient’s details. These documents may contain a letterhead with the details of your practitioner.
Firstly, make sure that all of the patient’s details have been entered correctly in the Patient Details.
In particular, ensure that the patient’s Preferred practitioner has been selected. This is the practitioner whose name and details form the letterhead (name and details set up in the Staff (Users) section above).
To create a document either:
- While in the Patient Details screen, click "Document" on the right hand Actions menu
- Right click on that patient’s appointment and select "Document" from the right click menu.
In the Document Preview screen, check that the template is correct. If not, click inside the template box and make any changes you wish (in most cases, you will need to fill in the name of the person who the letter is addressed to).
When you are satisfied, press [Print].
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