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Automated Referral Letters Previous Page

The Team Chart Concept gives the busy provider (and his/her staff) the ability to automate the creation of Referral Letters.  Mail-merge type Referral Letters are initially created as Microsoft Word Documents.  These documents have specific places-holders that you insert to inform the Team Chart Concept where specific fields should be inserted.  A typical mail-merge type Referral Letter might look something like this:

Dear [*1],

        Thank you for referring [*2].  I examined [*3] on [*4].  

        My plan for her care is

        [*5]

        Again [*6], thank you for your referring [*2] to me.

Sincerely,

[*7]

where the following information will be automatically inserted by the Team Chart Concept into a specific Referral Letter to be mailed to a specific referring physician:

  • [*1]    Referring Physician's Full Name
  • [*2]    Patient's Full Name
  • [*3]    Patient's First Name
  • [*4]    Encounter Date
  • [*5]    Plan Category taken from the Attending Provider's Dictation
  • [*6]    Referring Physician's First Name
  • [*7]    Attending Physician's First Name

Once the initial document is set up and also defined in the Team Chart Concept, it is simply a mouse click to automatically generate a Referral Letter.  In fact Referral Letters can be automatically generated as a side-effect of selecting pre-defined phrases in your Templates while entering dictation.  All your staff has to do is print (or e-mail) the Referral Letters (and that can be automated as well).

For more information on interfacing the Team Chart Concept to Microsoft Word, click here.  For more information on using Templates in the Team Chart Concept, click here.

 


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