"New letters written" report

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  • Updated 5 years ago
  • Answered

Is there a way to run a report to find new letters created within a date range? 

We are trying to streamline report printing and sending so our therapists will simply write and attach a letter, then admin does a weekly run to print / email / fax, collate and send them in batches to organisations.

Since letters written and saved have date stamp, is there a way to run a report based on that?  If not, could there be? 

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Hand Works

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Posted 5 years ago

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Steven, Business Care

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Official Response
Hi Hand Works

It sounds like the Events Report is what you are looking for. When you create a standard letter through the Billing Details tab of a patient file, and save the attachment, it will also log the letter creation as an event.  The Events Report will allow you to report on these events within a date range.

Go to the Reports menu at the top of the screen, and click on Events Report.

After entering an appropriate date range you can Print, Preview or Export the results.

This will display a list of patients who have had any events recorded against their file. In order to sort through and find only letters which need to be sent, you may wish to Export the report to Excel so you can filter and sort the results to suit your needs.

 I hope this answers your question.

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Hand Works

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Aaah perfect!  I was trying to add event types and do it that way but it wouldn't give any data.

Thanks :)

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... just wondering as we write most of our letters thru CN - we have templates set-up and we change the note type so that it can easily be seen that it is correspondence. this also gives us the ability to use autotext function and then any letter docs are easily seen as they are contained within CN. - when we had them as attachments we used to import them in to CN anyway.
once a therapist has written a letter, they either email it themselves or send a message thru to reception, however this can be overlooked and thay can get missed. clearly batching them at a certain time of day would be more effective, however, new letters would not show up on an events report for us. Would there be any way of pulling up a date based report for a CN type so that they could all be done x1 daily?
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Andrew, Community Manager

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Hi Kirsty

I can understand some of the reasoning behind using Clinical Notes for more than just treatment records and history, however it wasn't designed with general correspondence in mind. There is currently no date based 'Clinical Notes Report' which would allow you to find and email Clinical Notes of a certain type.

While they are stored separately to the Clinical Notes, standard letters within Front Desk do allow the use of auto-completion to finish words and sentences. To enable this feature select 'Use Auto Complete' from the Tools menu. The text replacements can then be added by selecting the ABC icon from the tool-bar as highlighted below.

Using Standard Letters combined with the Events Report to manage your letters is our recommendation. If you have any suggestions to improve the functionality of general correspondence in Front Desk please feel free to create an Idea, and we can then gauge interest from the community.

I hope this helps.