Once Letter Categories & Templates are setup they are available to use in all Patient files

Where to find the Letters page

Create Letter for a Patient

1. Ensure you are in the correct patient file or click Find icon to find the correct patient
   
2. Highlight the Category (left of screen) the template to be used is saved within
   
1. Click on the Template (listed under the category) to use for this patient
   
2. Click Create toolbar icon 
   
3. Make changes / additions to the letter per the requirements for this patient
   
1. File menu > Save / Print / Email
   
2. File menu > Close
   
   
4. Saved letters are stored for this Patient
   
1.  View Letters: All
   

Insert Chartings into Patient Letter

1. Open the Patient Letter as per instructions above.
   
2.  Charting/Perio tab
   
   
   Ensure curser is set where you wish the image to be placed within the letter
3. Click to select from the 2D or 3D Current Condition / Treatment Required Charting options
   
1. Highlight the required charting in the Select Charting Window
   
2. Click OK
   
3. The charting is placed within the letter
   
4. Or Click to Select from Perio Upper or Lower Jaw recordings
   
1. Select recording date 
   
2. The Perio recording is placed within the letter
   
   
5. Save / Print / Email or Close

Delete existing Letter / Document

1. Click Find icon to find the correct patient
   
2. Find the relevant letter by clicking the View Letters: All or For selected template radio button
   
3. Highlight the document
   
1. Document toolbar > Delete Document
   

Patient letter notification icon

                                                 

If there is no Icon present, then there are no saved documents for the patient in view

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Medical History Forms