Letters

Displays a dialog both that allows the note to be inserted into a letter or attached.   Select the desired letter recipient.  The name and address will be inserted into the letter.

Display All Insurance Company: This button will appear when the recipient is marked as Insurance. Checking this box will allow the sender of the letter to browse various insurance companies in the data base.

Display Patient Name: Allows patient name to be the subject of the letter.

Type:  This allows different types of template letters to be created and saved by clicking the Save Creating New Type Template: Click + beside Type to add a new template name. Type the new template name in the Letter Type box. Then Click Save. Then select the name of the template to begin working with it.

Display in Letter:  This displays the note in the letter.  Otherwise, it will be sent with the letter as an attachment.

Addressing: This can be customized and edited as per the need.  Click + to add a new greeting/salutation. Type the new addressing/salutation in the Addressing box. Select the addressing/salutation desired from the list below to insert it into the letter.

Cc: The letter can be carbon copied to anyone in the Contacts database.

Sign: Allows the letter to be signed with provider’s signature electronically.

Save: Saves the letter.

Print:  Prints a saved letter.

Fax: Use this feature to fax notes, letters, or other documents. When clicked, another screen will appear. Enter these details to FAX.

• Select Patient: Select the patient if not already selected.
• Care Team: The Care Team dropdown allows fax recipients to be selected from the patient’s assigned care team members.
• Contacts: The Contacts dropdown allows fax recipients to be selected from saved contact records in the system. The browse button (Three Horizontal Dots) next to the field can be used to search or select additional contacts. Select the Reciepient Category by clicking the check box such as Radiology, Lab, Pharmacy, Primary Care Physician, Insurance and Referring Physician. Selecting one or more options displays Reciepient name and fax numbers in the list.
• Extra: Moreover, you can type in the fax number in the Extra # box.
• Subject: Type the subject of the fax in the Subject box.
• Document Category: Select the Category of Document you want to fax and it will show all the documents in that category in List of documents that can be selected to Fax. Clicking on Select All Documents, attaches all documents to the fax. These can be viewed in the box You have Chosen Below Document To Fax.
• Patient Notes: It displays all the Patient’s notes, select the one you need to fax, or if you want to fax all the notes then Click Select All Notes. Now All the chosen notes will appear in the box You have Choosen Below Notes To Fax.
• Attachments: Attachments from outside the EnableDoc program can also be added by clicking on the Select Box next to Extra Attachments.
• Cover: The Cover dropdown displays available fax cover page templates.
• Manage Cover Comment: The Manage Cover Comment option opens a screen to create, edit, save, and manage reusable fax cover page templates.
• Preview Cover: It creates preview of fax in PDF format and downloads it to your computer.

Once all done click on Send Fax link at the top right corner to send the fax, or if you wish to cancel sending click on Cancel link. Clicking on Reset link clears all the fields and opens a blank fax screen. Close link closes the Fax screen