The panels tab within the CMS tab allows client users to be able to create professional correspondence directly from panel records using specific templates. The new letter generation wizard includes patient consent validation and full workflow integration.
Panel letters now appear across all patient letter views allowing correspondence to be accessible from patient profiles, main letter lists, and panel records with consistent audit trails.
⚠️Important: Users must have access to create/edit permission for Panels in order to create a letter.
📌Note: A template must be existing in order for the letter generation action to be available.
See the following steps to create the panel-specific template correspondence:
Click on the CMS tab and then click on Panels.
Use the Search button to search for the referral or patient.
Choose the referral you wish to generate a letter from.
Click on Actions and then Generate Letter.
Using the drop down, choose the Patient Letter Template and Recipient Type.
Amend the letter body as required.
Using the drop down, choose the status.
Click Finish
Within the Letters tab at the bottom of the page you will see the letter you have generated.