How to create a letter
- Navigate to the patient's file in HealthTrack and select the 'Documents' tab.
- Select the
Create Letterbutton at the top of the Documents screen. - In the Letter Template Selector screen, highlight the letter template to be used.
- Select the
Createbutton. - Depending on the letter template configuration, the user may receive one of the following prompts.
- Select From Interested Parties: select letter recipients based off the patient's interested parties. The first recipient is highlighted in green and is considered the 'Primary Recipient'. Select
Continueto proceed.
- Select From Interested Parties: select letter recipients based off the patient's interested parties. The first recipient is highlighted in green and is considered the 'Primary Recipient'. Select
- Select a Booking: select a booking/multiple bookings to populate relevant details on the letter. Choose the
Selectbutton to proceed.
- Please select the referral: choose a referral to populate referral details on the letter. Choose the
Selectbutton to proceed.
- In the Classify Letter screen that opens, you can make any required changes and select
OK.
The letter should now open in the HealthTrack Document Editor or in the default editor for your computer, such as Microsoft Word.