Email, letters and documents

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EMAIL

 

Added an email address field to the Patient tab to record the patient's email.
The button next to the email field creates an email to this address.
The email button on the Print Preview toolbar will use this address if it exists.
The form letters screen may be used to create email messages. These can be sent directly by email, or by previewing the letter, then emailing the letter as a Word attachment. Field codes used in the form letter will insert appropriate data into the email message.
If an account is sent by email as a Word attachment, the account is deemed issued or re-issued, as if it had been printed on a printer. The user has the option to cancel this function.

 

LETTER TEMPLATES

 

A Word document may be used as the background for an individual letter or saved for use with a form letter. This allows printing virtually any account data from Access Anaesthetics onto a preformatted page, without printing the formatted template separately.
Templates can only be used for printing directly from Access Anaesthetics letters. They are not saved with the snapshots of the document, nor are they transferred into a Word document using the Export to Word function. For this reason they also cannot be emailed.

 

PDF FILES

 

Users with Access 2007 or later now have the option to save accounts and letters as PDF files instead of Snapshots (Options > File management).
Similarly, individual account, letter or report printouts may be saved as PDF files, directly from the Print Preview menu.

 

DOCUMENTS

 

When reports or datasheets are saved to Word, Excel or PDF files, a link to the file can optionally be saved in the relevant account's Documents list, or in the doctor's Main Menu Document list.
When saving reports as Word, Excel or PDF files, enter x to allow specifying any folder. Previously only the Documents subfolder was available.
For groups practices, documents are saved in a separate documents subfolder for each doctor, named with the doctors prefix e.g. F:\AADataFiles\Documents\ABC. This is for better file management.
A button is provided on the Documents tab to open the appropriate Documents subfolder for the current doctor.
On the Documents tab, snapshots are now always opened in the external viewer, to avoid version problems with the snapshot viewer control.
Deleting a document from the options page gives the option to delete the link or the file or both (except standard account or letter snapshots, which are always deleted if they contain only one account or letter, and never deleted if they contain more than one).

 

NEW FORM LETTER FIELD CODES

 

Added field codes for preop visit date, time and both. If there is more that one preop visit, the most recent is shown. (Can use #XX to include a note if the field is blank (e.g. 'after admission').)
New field code for Addressee (#GA). Inserts, in order if it exists, billing addressee, alternative addressee, patient.
New field code 'Greeting' (#GE) inserts Title+surname for billing address, then alternative addressee, then patient's title+surname.
Added the BPay customer reference number to the field codes list.