Printing/Emailing a Patient Letter

Printing a letter for an individual patient can be done from their patient file. You can also email the letter in a PDF format.

To print/email a letter bring up the patient file and click on the Create a Patient document button

This will open the Document Details window:

Highlight the letter you wish to create and click on Print to print the letter to your default printer. If you have EasyPost enabled you can click the EasyPost button to send that to the SOE mailing house and they will print and send for you.

The Provider and Specialist fields are used if there is any Provider or Specialist merge fields in the chosen letter template. Adding/Editing a template is covered in article Creating/Editing Letter Templates.

Category is the category it will listed under in the patients contacts tab and description informs the user what the message was about.

If you wish to Preview it and make some changes specifically to that letter before printing click the preview button. You will also need to to use this option if you wish to email the document as a PDF.

Clicking on Preview will open the document with all the merge fields added in. From here you can make any changes before printing. If you have Presentation Manager enabled you can also add charting information and EXAMINE Pro images from the menu on the left.

If using Presentation Manager you can click on Options in the top left and either Print, to print the letter or email to email as a PDF

If you choose the email option it will present you with the Contact by Email

From here you can email the patient with the letter document attached as a PDF.

The Provider and Specialist fields are used if there is any Provider or Specialist merge fields in the chosen SMS template. Adding/Editing a template is covered in article Creating/Editing Email Templates .

There is also an option to email the specialist instead if it is an email for that specialist but referencing that patient.

Category is the category it will listed under in the patients contacts tab and description informs the user what the message was about. Its important to note that the description entered will be used as the Email subject.

Email Signature: If you have a Email Signature already setup this field will available for selection. Tick this box to add the email signature to the bottom of the email. If you want to create a practice email signature (best for when writing blank emails or replying to emails) see Creating an Email Signature

After clicking “ok” you will see the draft email screen with the letter document attached. This will pre populate the fields it can like email addresses for the patient and specialist (if one was selected and the email box was ticked). If an email template and signature was selected this screen should now show the email template as well as populating any merge fields with the relevant information.

You can amend the text, add images etc using the buttons available on this screen as well as attaching patient documents/images or even files stored outside of EXACT that are located on the computer.
There are options to CC and BCC in additional Email addresses if required.

All documents created will be stored in the patients contact tab.