You can use the Correspondence Upload Override option to select certain criteria for uploading information. This option does not require a previous setup of Correspondence types.
To perform a correspondence upload override
1. In the DXWeb toolbar, click Upload and then in the submenu, click Correspondence Upload Override.
The Correspondence Upload Override dialog box appears.
2. Do the following:
· Select Patient - Click the From and To search buttons and select the first and last patients for the range from the Select Patient dialog box, or leave <ALL> selected.
· Due Date - Select one of the following:
· Appointments in Range - Type a range in the From and To text boxes, and then from the CC Attached? list, select <ALL>, Only With, or Only Without.
· Continuing Care Due in Range - Type a range in the From and To text boxes, and then from the Scheduled Appt? list, select <ALL>, Only With, or Only Without.
· Select Age - Select Include Patients According to Age and then select Under or Over and set an age from the spin box. For example, if you want to list patients under the age of 12, select Under and then select 12 from the spin box.
· Select Continuing Care - Select All (default) or select the Continuing Care type you want to view from the list.
· Select Provider - Select All (default), or select the Primary and/or Appointment provider you want to view from their respective list.
· Select Billing Type(s) - Select All (default), or select the Billing Types you want to view from the list.
· Select Correspondence Template - Select the template you want to edit and then click Edit Template.
· Upload Appointments for Text Message Reminders - Clear if you do not want to send reminders as text messages.
3. Click Upload.
All patients who match the criteria for this correspondence will be included in the DXWeb Upload List.
4. To remove patients from the DXWeb Upload List, select them and click Remove Patient(s) from Upload List.
5. Click Upload.