"New letters written" report

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  • Updated 5 years ago
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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.