How to add to the Bookings Distribution List
Recipients can be added to the Distribution List on a patient's Booking Form. When a clinical record is created for this booking, the recipients are automatically populated on the Distribution List for the current Occasion of Service.
- There are two ways to open the Booking Form for a particular patient:
- Selecting the booking in the Bookings tab for the patient.
- Selecting the relevant patient booking in the Diary (Shortcut:
Ctrl + D).
- Select the 'Distribution' icon to open up the Distribution List.
The patient's GP and referring MO will always be included as default recipients on the Distribution List.
- Select the
Add Recipientsbutton to add any required interested parties.
- In the 'Select From Interested Parties' screen you can select any interested parties listed.
If the recipient you would like to add is not available, use the Add Party button to add any required interested parties.
If the booking is now selected as the Occasion of Service for a particular Clinical Record, then the added recipients will be automatically included on the Distribution List for that record.
To make any further edits to the Distribution List before finalising a report/letter, you can select the Distribution List icon at the top of the Documents or Clinical Records tab to make any additional changes.
