{"id":6631,"date":"2023-12-13T15:10:48","date_gmt":"2023-12-13T15:10:48","guid":{"rendered":"https:\/\/training.nuth-itt.co.uk\/?page_id=6631"},"modified":"2024-07-01T12:59:39","modified_gmt":"2024-07-01T12:59:39","slug":"document-creation-recipient-management","status":"publish","type":"page","link":"https:\/\/training.nuth-itt.co.uk\/?page_id=6631","title":{"rendered":"Recipient Management"},"content":{"rendered":"<p>&nbsp;<\/p>\n<p><strong>You have opened a patient record and clicked on document creation.<\/strong><\/p>\n<ul>\n<li>In the New Letter window, select the <strong>primary recipient<\/strong>. This is the person you are writing to.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-6704\" src=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2023\/12\/primary.png\" alt=\"\" width=\"460\" height=\"288\" srcset=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2023\/12\/primary.png 460w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2023\/12\/primary-300x188.png 300w\" sizes=\"auto, (max-width: 460px) 100vw, 460px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><strong>You have entered in details and clicked create.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-6699\" src=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2023\/12\/add-recipients.png\" alt=\"\" width=\"575\" height=\"128\" srcset=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2023\/12\/add-recipients.png 575w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2023\/12\/add-recipients-300x67.png 300w\" sizes=\"auto, (max-width: 575px) 100vw, 575px\" \/><\/p>\n<ul>\n<li>The primary recipient, the person you are writing to, is highlighted with a<strong> yellow<\/strong> border.<\/li>\n<li>Any other recipients are shown with a <strong>blue<\/strong> border.<\/li>\n<li>You can <strong>change primary recipient<\/strong> by clicking and dragging another recipient into its place.<\/li>\n<li>Recipients can be removed by clicking on the<strong> X<\/strong>.<\/li>\n<li>Use the<strong> Add recipients<\/strong> button to add others.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Adding recipients button will open a search field allowing you to find contacts within and outside of the Trust.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-6700\" src=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2023\/12\/recipent-types.png\" alt=\"\" width=\"1023\" height=\"179\" srcset=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2023\/12\/recipent-types.png 1023w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2023\/12\/recipent-types-300x52.png 300w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2023\/12\/recipent-types-768x134.png 768w\" sizes=\"auto, (max-width: 1023px) 100vw, 1023px\" \/><\/p>\n<ol>\n<li>Last letter &#8211; displays the recipients of the last letter<\/li>\n<li>My Favourites &#8211; displays any of your saved contacts<\/li>\n<li>Internal People &#8211; you can search for people within the Trust. <em>If added to a letter, internal recipient will receive an email with a link to PowerChart and the document.<\/em><\/li>\n<li>Internal Referrals &#8211; search by department, not individual<\/li>\n<li>External Contacts &#8211; allows for searching of a directory of other organisations such as hospitals, GPs, etc.\u00a0 Once organisation is found, can add all or a selected member of staff.<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p><strong>How to add recipients to letter.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-6706\" src=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2023\/12\/adding-recip.png\" alt=\"\" width=\"1000\" height=\"474\" srcset=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2023\/12\/adding-recip.png 1000w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2023\/12\/adding-recip-300x142.png 300w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2023\/12\/adding-recip-768x364.png 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/p>\n<ol>\n<li>Click\u00a0 <strong>Add<\/strong> on contact saved\/found within the tabs.\u00a0 \u00a0To remove a contact from a tab, click on the star symbol next to Add.<\/li>\n<li>Click on an appropriate button found along bottom of the window\u00a0 to either add a patient or GP.\u00a0 You can also create a new recipient by clicking on the green button.\u00a0 \u00a0Note: Add Notes is pre-paperlite functionality. This button allowed for addition of letter to a paper record.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>How to manage recipients of clinical letters.<\/p>\n","protected":false},"author":10,"featured_media":1643,"parent":8557,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"eRecord.php","meta":{"inline_featured_image":false,"footnotes":""},"categories":[14,15],"tags":[],"class_list":["post-6631","page","type-page","status-publish","has-post-thumbnail","hentry","category-erecord","category-powerchart"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/6631","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=6631"}],"version-history":[{"count":3,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/6631\/revisions"}],"predecessor-version":[{"id":8569,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/6631\/revisions\/8569"}],"up":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/8557"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/media\/1643"}],"wp:attachment":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6631"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6631"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6631"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}