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 Recipients button to add any required interested parties.
- In the 'Select From Interested Parties' screen you can select any interested parties listed
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.
