Correspondence Tab

The Correspondence tab of the Clinical Window displays a list of all patient documents.

Scan or import new documents from the Correspondence tab, and store them on the Documents tab, Results tab, and Letters tab.

The Correspondence tab can be disabled via Clinical tab of Clinical Options.

Correspondence Management - Running Time: 26 mins

See also Document Management Scenarios.

• By default, items are displayed in order of the date collected.
• Rearrange the column order by clicking and dragging a selected column, and dropping it to a new location.
• Sort the list of Results by clicking on any column heading. The sort order of a column is indicated via the direction of the
  
  icon.
• Double-clicking a record opens the record in a separate window. Previous/Next buttons on this latter window allow you to browse through the list of records.
• Multiple records can be selected simultaneously using the CTRL or SHIFT keys, as per standard Windows functionality, or by clicking the Select All link.
• Simple/Advanced filtering can be applied to this window. In the example above, the Recipient/Doctor column has been filtered.
  
  See Filtering/Searching Correspondence Records for more information.
• Details of a selected record are displayed in the lower section of this window. Alternatively you can double-click a record to view it in an expanded view.
• If you sort the records on this window, including the repositioning of any columns, this sort order is retained upon closing the patient's record.

  Items of interest on this window: Note: The options available to you are limited by the level of access you have.
  Upper Section
  Add	Allows you to add a new Letter or Investigations Result.
  Checked By	The name of the user who checked the result in the Holding File.
  Clear Filters	Clears any filters you may have applied to this window. This option will be greyed-out if no filters have been applied.
  Clear Search	Undo any keyword search you have performed.
  Comment	Details of any comments recorded.
  Complete	Indicates the final in a series of results.
  Date Checked	The date on which the result was checked in the Holding File.
  Date Collected	The date on which the sample was taken from the patient.
  Date Created	The date on which the result was created by the laboratory. See also 'Date Requested'.
  Date Notified	The date on which the notification for this test was made.
  Date Requested	The date the practitioner requested the test be performed. See also 'Date Created'.
  Delete	Click to delete selected documents.
  Description	Detailed information about the result.
  Document Details	Click to edit the details of a selected document.
  Hide/Show Preview	Hide or show the preview pane.
  Import	Click to import a file directly into the Documents tab.
  Location	Indicates the source tab of the item e.g. 'Documents', 'Letters' or 'Results' tab.
  Move Location	Clickto move selected documents to a specific tab within the patient's record. You can select from the 'Documents', 'Letters' or 'Results' tabs in the Clinical Window, or the ECG tab of the Tool Box.
  Notation	Details of any notation that has been made.
  Notified By	The name of the user who recorded the notification.
  Open Externally	Opens the selected document in the default third-party application, for viewing externally to Clinical. Only available to records that must be opened by a third-party application.
  MyHealthRecord Activity Date	The date on which My Health Record activity was performed.
  MyHealthRecord Status	The current status of any My Health Record activity performed on the correspondence item.
  Preview; Full, Bottom, Right	Controls the display of the preview pane, which contains selected document's details. Options are 'Full', 'Bottom', and 'Right'. The image above shows that 'Bottom' has been selected, and the details of the selected document are visible in the lower half of the window.
  Print / Print To *Include Patient Header	Prints every page of every multi-page document within every selected record: Print - prints to the Letter Writer printer. Print To - to specify where you want to send the print job using the Windows print window, click Caret beside the Print button. Set Include Patient Header to print the patient's demographic data that appears at the top-left of an item, as shown in the example below. Most results include this information already. Set whether this option is active or not by default in Investigations Options.
  Print List / Print List To	Prints a list of selected documents. Details of the selected documents are not displayed on the printout. Print List - prints to the Letter Writer printer. Print List To - to specify where you want to send the print job using the Windows print window, click Caret beside the Print button.
  Recipient/Doctor	The name of the recipient of the test.
  Refresh	Click to refresh the list of documents.
  Remove from MyHealthRecord	Click to remove the selected document to the My Health Record system. You can also right-click a selected document to access this command.
  Scan	Click to scan a document directly into the Documents tab.
  Search	Perform a keyword search of the list of records.
  Sender/Provider	The name of the laboratory that conducted the test.
  Send SMS	Send an SMS message to the patient associated with the selected record.
  Send to MyHealthRecord	Click to send the selected document to the My Health Record system. You can also right-click a selected document to access this command.
  Source	E.g. SDI, imported, scanned.
  Subject	The name of the test ordered.
  Type	Indicates the type of test (e.g. Pathology, Cytology etc)
  User Name	The name of the user who imported the file. For SDI results, the name of the computer on which the file was imported.
  Zoom	Select a zoom option fro the drop-down list provided. Only available to records that can be zoomed, such as photographs.
  Lower Section
  Action	Record/Edit an Action against a selected record.
  Add Recall	Click to add a Recall for the patient. ERROR: Variable (Recall_Management) is undefined.
  Assign / Reassign Patient	Assigns the selected result to the patient. If no matching patient record can be found, you will be prompted to either add a new patient or search for an existing patient to match the result to.
  Assign / Reassign Recipient	Click to associate the selected item with a specific recipient.
  Audit History	Toggles half of the viewing area to display an audit trail of changes made to a selected document.
  Cumulative Results	Click to view cumulative results (if available) of any selected result.
  Notify / De-notify	Click to indicate that the patient was notified about the selected document. This may be used if you have scanned or imported an Investigation Result into the list of documents, for example.
  Previous / Next	Click to scroll through the list of documents.
  View Signature	Click to view the digital signature of any encrypted document you have received via MD Exchange.