Patient letters pulling in patients name

Beth Ann

(@beth-ann)

Posts: 135

Estimable Member

Topic starter

Is there a way for at each new page on a patient letter to display the patients name and page number? I have had a provider requesting this for the letters he is sending out to his patients.

Thank you

Posted : December 20, 2017 1:06 am

joeg1962

(@joeg1962)

Posts: 843

Noble Member

I would think you would do this in the letter header, although would print for all letters then. You may be able to write some MEL code so this only happens in certain situations.

Here is info on the Page Header:

To set up headers for Letters

1

Go to Setup > Settings and select Letters > Headers.

2

Click Change Letter Header.
The Change Header window opens. Letter displays as the Name.

Note. These setting are not stored in in the letter templates. These settings are used whenever a letter is previewed or printed.

3

Add, overwrite, delete, or change text as necessary.

4

To use a data symbol to insert information specific to a particular patient, document, user, or location of care, do the following:

a

Place your cursor in the text area where you want to insert the data symbol.

b

Click Insert Symbol.
The Insert Symbol window opens.

c

To find a data symbol to insert, enter all or part of a symbol name, then click Find.

d

Select the data symbol.

e

Click OK.
You return to the Change Header window.

5

To format the header text and check spelling, use the Edit toolbar.

6

To add page numbers, do the following:

a

Place your cursor in the text area where you want to insert the page number.

b

Click Insert Page Number.
The page number symbol is inserted.

7

Click OK.
The header is created.

8

Export headers in clinical kits.

Posted : December 20, 2017 2:36 am

Sam

(@sam)

Posts: 371

Honorable Member

Here is a Word file for a custom letter that will do what you want, I think. We wanted only select letters to have the patient & page info on it, so we went this route rather than the system wide header modification.

Letter wPage Numbers

Posted : December 21, 2017 4:55 am

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To set up headers for Letters