Using Letters in Dental4Windows

Using Letters in Dental4Windows

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Listed below is how to Create a letter for a patient, eSign a letter and view eSigned letters using an eSignature device.

Create Letter for a Patient

Letter templates are available from all patient files. 

  1. Go to Patient Records > Letters tab
  2. Click Find icon / Press Crtl+F on the keyboard to find the correct patient
  3. Highlight the Category (left of screen) the template to be used is saved within
  4. Double click on the Template (right of screen) to use for this patient
    1. Make changes / additions to the letter per the requirements for this patient
    2. Go to File menu > Save / Print / Send
    3. File menu > Exit

Saved letters can be found under View Letters: All

Electronically sign a Letter - eSignature Device

The following instructions are on how to electronically sign a Letter once the eSignature device has been setup. 

  1. Go to Patient records > Letters tab
  2. Create a letter for the patient
    1. Go to Insert/InsertD4W menu
    2. Select eSignature
      1. Select one of the following: By patient, By Staff, By Patient and Staff
      2. Sign, then click OK, Clear or Cancel on the eSignature device
        1. OK: signature is saved and a PDF is created within the Letter Manager tab beneath the user specific document for that patient
        2. Clear: the signature is cleared from the Signature Capture window
        3. Cancel: message appears notifying that the Signature Capture was cancelled

View Electronically Signed Letters - eSignature Device

Electronically signed Letters can be viewed by following these steps. 

  1. Go to Patient Records > Letters tab 
  2. Select All from the View Letters                 
  3. Double-click the PDF file to view the signed document

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