Custom Letter Setup

 Purpose

The custom letter setup exists so that a user is able to create new custom letters and modifying existing custom letters.  Read further to find out how to use the custom letter setup.

 Functionality

Option

Description

Top Margin

Number of blank lines at the top of the letter.  A value from 3 to 20 is acceptable.

Primary Address

Determines if the primary address indicating for the patient appears on the letter.  If selected, the address will appear in the upper-left corner below the top margin.

Salutation

Salutation for the letter.  If a name is chosen to be included, a comma will be added at the end of the line.  50 characters maximum.

Paragraph 1

Opening paragraph for the letter.  If a name is chosen to be included, it will appear between the two parts of the paragraph.  NOTE: Spaces, punctuation, and capitalization are not automatically corrected.  Therefore, for most example at the end of part one the user will put a space and at the beginning of part two there will be a space along with the first word being lower case.  When the report is generated, both parts and the name will appear seamless as one complete paragraph.  4000 characters maximum.

Immunization History

Immunization History will display a table containing the immunization name, date administered, and series of every valid immunization for the patient.

Paragraph 2

Middle paragraph of the letter.  4000 characters maximum.

Immunization Recommendations

Immunization Recommendations will display a table containing the vaccine and date needed based on the patient's tracking schedule.

Paragraph 3

Closing paragraph of the letter.  4000 characters maximum.

Closing

Closing line of the letter.  If provider name and/or phone number are chosen to be including, they will appear below closing line on the left side of the letter.  50 characters maximum.

Name and save the custom letter

Name of custom letter as it will be displayed in manage custom letters and in reminder request output options.  50 characters maximum.

Save will save the new letter or changes made to an existing letter.

Cancel will take the user back to manage custom letters.

 

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