- Click the word “Reports.” Select the “Custom Letters” option from the dropdown list.
- A listing of all letters appears on the left. On the right side of the screen, a quick view of the highlighted letter appears.
- To design a new letter, click the Add New Letter button.
- Click on the drop-down arrow to select “Patient Consent” for the Letter Type field.
- Input a Name for the letter. This name will appear in the listing for easy selection of the desired letter when it is generated for a patient.
- If a title is desired to show at the top of the printed letter, indicate the desired text in the Title field.
- The letter may be addressed to the Patient or the Responsible Party in the “To” field. If the addressee's address should be printed on the letter, place a checkmark in the box at "Print Address."
- In the Body field, indicate the template text of the letter. If a merge field should be included in the letter, click the Data button. A popup window appears, indicating possible selections. Click the desired tag, and click the Select button.
- Click the Save button.
NOTE: It is best to type the consent forms directly into the software; copying from another software program (i.e., Microsoft Word) is not recommended.