Save a Copy of a Patient Letter in the Documents Tab

Save a Copy of a Patient Letter in the Documents Tab

Summary:

Letter sent to patients from ABELDent's Letter Manager can be configured to automatically save a copy on the patient’s Document tab. This allows you to keep a permanent copy of the letter.


Steps:

1. Open Letter Manager 
2. Right click the letter.
3. Select Properties , the Template Properties dialogue opens
4. Click beside 'Send to Document Manager'  
5. Click Document Type drop down list to add a description, Click Ok

The letter you merge with a your patient file will now be stored in the Documents Tab

Other References:

Watch a video on how to save a letter in the Document Tab

Product (s): ABELDent
Category: Letter Manager
Classification: Public
Date Created: April 27, 2012
Created by: LRE