You have opened a patient record and clicked on document creation.

• In the New Letter window, select the primary recipient. This is the person you are writing to.

 

 

You have entered in details and clicked create.

• The primary recipient, the person you are writing to, is highlighted with a yellow border.
• Any other recipients are shown with a blue border.
• You can change primary recipient by clicking and dragging another recipient into its place.
• Recipients can be removed by clicking on the X.
• Use the Add recipients button to add others.

 

 

Adding recipients button will open a search field allowing you to find contacts within and outside of the Trust.

1. Last letter – displays the recipients of the last letter
2. My Favourites – displays any of your saved contacts
3. Internal People – you can search for people within the Trust. If added to a letter, internal recipient will receive an email with a link to PowerChart and the document.
4. Internal Referrals – search by department, not individual
5. External Contacts – allows for searching of a directory of other organisations such as hospitals, GPs, etc.  Once organisation is found, can add all or a selected member of staff.

 

How to add recipients to letter.

1. Click  Add on contact saved/found within the tabs.   To remove a contact from a tab, click on the star symbol next to Add.
2. Click on an appropriate button found along bottom of the window  to either add a patient or GP.  You can also create a new recipient by clicking on the green button.   Note: Add Notes is pre-paperlite functionality. This button allowed for addition of letter to a paper record.

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Updated: 1 July 2024