Introduction:
This guide is for offices that have existing Custom Letters for Financial Disclosures but none are available when attempting to print Treatment Plan Reports.
Process description:
To make your disclosure available, go the Setup > Offices > Office Assignment menu. Select the office then the Letters tab. Edit the page and add the desired letters. Once saved, your disclosures will become available for use.
Prerequisites:
Security Permission: Setup - Office Screen Full Control
Gathering materials/resources:
Enter at least one letter under Reports > Custom Letters or Advanced Custom Letters with a Letter Type of Financial Disclosure.
Step-by-step instructions:
- In order to make the Custom Letters entered available on the Treatment Plan Disclosure selection, your office would need to add them via Setup > Offices > Office Assignment.
- Once on the page, simply select your office from the left, then press the Letters tab.
- Once the tab and office are selected, you can press Edit Office to access the module to select Letters to add.
- Select the Financial Disclosures from the Letter Type dropdown menu, then click letter titles under Available Letters to select them.
- The single right arrow (top-center arrow button >) will move them to the Assigned Letters area.
- Press Save to confirm once you are happy with the selected items.
Tips and best practices:
Please note that once a letter is assigned and used, it can never be unassigned from an office.
Next steps:
Select the Print reports icon (printer in the toolbar) and select the Treatment Plan. If done correctly, you can then select your disclosure before printing the report.
Additional information:
How do I add a new letter?