Reviewing letters

Reviewing letters

The letter 'status' field helps manage the workflow for creating, reviewing, and sending letters.

Example status uses

  1. Draft - The default state when creating a new letter.
  2. For review - Once the letter is completed but needs a read through prior to sending.
  3. Edit and re-review – Changes made and review prior to sending.
  4. Sign and send – Letter is complete, reviewed and ready for sending, signature is added.
  5. Sent – Letter has been sent to the applicable doctor or printed and given to the patient.
Staff and practitioners will usually have certain statuses that they monitor. “For review” is typically for practitioners.

Not only does status track the current state of the letter, but it also allows the letters to be sent back and forth between staff and practitioners. The notes field can be used to include more information about what needs to be done.

                        

Letters assigned to a practitioner are found on the doctor view “Letters for Review” tab.

                                        

Letters assigned to staff can be found in worklists.

                     

In both windows you can filter based on letter status.

 




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