Other Microsoft Word® documents can be added to the list of available Quick Letters.
Note: Adding letters to Quick Letters requires the "Letters, Add New" security right.
To add a letter to Quick Letters
In Quick Letters, click New.
If applicable, do one of the following:
If the Password - Letters, Add New dialog box appears, user verification has been assigned to the "Letters, Add New" task. Do one of the following:
If your user account has been granted the "Letters, Add New" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Letters, Add New" security right, have a user with permission temporarily override this restriction so you can add a letter to Quick Letters this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Letters, Add New" security right. To have a user with permission temporarily override this restriction so you can add a letter to Quick Letters this one time, do the following:
On the message, click Yes.
In the Password - Letters, Add New dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The New Quick Letter dialog box appears.
Set up the following options:
Letter Name - The name of the letter. Use a name that will help you remember the purpose of the letter.
Merge Letter Template Name - The name of the document template (Word document) to use for a merge.
Notes:
The name must end with .doc (the file extension for a document template; for example, dtxlm13.doc).
The document template must have already been created and saved in the directory where your letter templates are stored (usually the DXOne\Doc directory on the file server). To make sure that you are accessing the right document directory, in Office Manager, expand the Maintenance menu, point to Practice Setup, click Preferences, and then select the Paths tab. The Document Path box indicates where your document templates are saved.
Use Privacy Requests for "No Correspondence" to skip the current patient - Select one of the following options:
Does not apply for this letter - With this option selected, whether or not the patient has any privacy requests, the letter will be merged.
Applies for Patients or Guarantors - With this option selected, if the No correspondence option is selected in the patient's Family File record, the letter will not be merged.
Applies for "Referred By Patients" - With this option selected, if the patient has referred a patient and if the No correspondence option is selected in the patient's Family File record, the letter will not be merged.
Click OK.