Writing reports (to GPs etc)

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I struggle to get my reports written to GPs & other referrers. Besides the fact that I find this task inordinately dull, and although I have set up numerous report templates in the FrontDesk report writer (incorporating lots of letter tags), I still struggle.  Do you?

It seems to me that one impediment in the current system is that it doesn't seem possible to have open the report writer AND the clinical notes at the same time. Am I missing something? I find that I need to print out all the clinical notes in order to have them on hand as I write the draft of the letter/report. Do you have this problem, or am I being thick? What workarounds have you come up with?

(Apologies if this has been posted before).   Currently using 17.0.9
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Joyaa Antares

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Posted 6 months ago

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Peter Tziavrangos

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I seem to be able to do this Joya.  ie I can create a letter (via a template) then while it is open in Word, go back to FD and navigate to the patient's clinical notes.  You can then view Word and FD side by side if you wish. 
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Joyaa Antares

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Thanks Peter.  For some reason, I thought that SS were favouring us using their report writer rather than MS Word.  (I used to use MS Word, but was happy to give this away because the file size of every letter created was too large, partly due to our letterhead logo at that time).
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Kelly Harloff

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I often cut & paste the clinical notes into the report document (underneath the report body) & refer to them that way, then delete as I go - clunky but it works.
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Joyaa Antares

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Thanks Kelly.  I wonder if you record clinical notes similarly to us?  I would have >= one history note; (1 chart); and between 2 and ~8 relevant treatment notes.  So I would have to click on each of up to about 9 or 10 entries, copying/pasting each one to the letter in order to emulate your approach.  Is this what you are doing?
Thanks again, Joyaa
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Peter Tziavrangos

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Another workaround if you are using the FD word processor for letters could be:
-While in the clinical notes, select Print. filter the notes you need access to,
-then select preview. 
-then select the pdf option (which prompts you to save as pdf).
-then you can close the clinical notes and open the letter template AND open the pdf of the notes you need access to.

Not perfect but it works!
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Joyaa Antares

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Thanks Peter.  Yes - this makes sense.  I wonder if it underlines that the report writer / clinical notes interface is currently too clunky.  I wonder if SS can suggest how it could be streamlined?  I'll call them.
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Joyaa Antares

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Okay - I have just spoken to Timothy at SS about this.  His TWO suggestions were:

Open the report writer in FD (by opening the patient file; then "Billing Details", then select your "letter" from the list of letter templates).
THEN ...
1.  Reduce the size of the screen of the letter - by clicking on the two overlapping boxes to the very top right of the screen, and then sizing it as you wish.  This simple step reveals the rest of the patient's file behind, and makes it much easier to access.  (Doh! I hadn't thought of that!)

ALSO,
2.  There is a Windows (perhaps Mac too?) "taskbar setting" that Timothy made me aware of.  You can right-click on the taskbar at the very bottom of your screen - try right-clicking on the time/date for example, at the bottom-right of your screen.  Choose the lowest option of the ensuing pop-up, "Taskbar settings", which has a cogwheel.  Then, scroll down the ensuing screen to "Combine taskbar buttons" and choose "Never".  This allows your computer to show two completely separated icons for FrontDesk - one for your LETTER and the other for the patient CLINICAL NOTES.  Now it is much easier to flick from one to the other.  For me, this makes Kelly's suggestion above of copy/pasting much easier.

Okay  Fingers crossed.  34 letters to do.  Let's see what happens!
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Joyaa Antares

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NOTE 1:

Limitation (at least using v.17.0.9):

It is possible to first initiate a letter using the FD Report writer/word processor and then open the clinical notes history using the word processor.  
However, the reverse is not possible: I notice that if I first open the history in the clinical notes using the word processor, I am then unable either to flick back to the screen showing the rest of the patient file or other clinical notes, and so cannot initiate or open up an existing letter.  I must initiate the letter in the word processor first.

Tested on two computers.  Both using Windows 10.

Hope this makes sense.