Patient Account Master - Correspondence Panel

Use the Correspondence Panel to provide a history of all correspondence generated for the patient.  In the Correspondence panel you can view all letters and correspondence pertaining to the patient.  The table following the window example describes the Correspondence Panel for Patient Account Master.

Tips:  

Directions:

1.  Click to select the patient name listed on the EPM Desktop.

2.  Or, to search for the appropriate patient, click Search Accounts from the Desktop.

3.  Click Corres Tab.

 

Patient Account Master - Correspondence Panel Example:

Patient Account Master Window - Correspondence Panel Prompts

Tip:  To see more information about a field, click the hyperlink for the field name.

 

The Correspondence panel displays the patient correspondence items.  For each correspondence item, the following fields display:

  • Date

  • Letter To

  • Subject

  • Author

Date

To view additional detail for the correspondence item, click Date.

Notes:  

  • The Date is highlighted in green to indicate it has additional information that you can drill-down to view.

  • The Follow Up/To Do Record window displays with the activity item detail information.  For more information, see Follow Up/To Do Record Window.

Patient Account Master Actions

To select an action click the appropriate choice on the Toolbar.

Or, click an appropriate choice from the Patient Account Master Tabs.

To search for another patient, click Patient Search.  From the Search list you can select the record to change or delete.