Procedure for Resending Letters Through Genie
Version 1.3
Overview:
Provide a procedure for the resending letters through Genie to Primary and CC Providers together and seperate.
How to find and open a letter to be resent
Step One: Find and Open the Patients chart from which the letter will be sent. “Open --> Patient (Crtl+O)--> Search by Surname and first name”
Double click the patients file from the list.
On the right hand side of the screen we will see a list of options please select “Correspondence Out”
Find the letter from the list that you would like to resend and double click on it to open the writer
How to Resend to the Primary provider
Once you have the letter open you will notice that under the Send Via 3rd party and Ready to send there is a greyed out and ticked Sent from Genie Box.
As long as this box is ticked Genie will not reprocess the file to remove the tick and resend please untick the send via 3rd party box and reselect it this will prompt the Priority and Requested Action box if you don’t need to change the settings just click ok. Note the Sent box is now unticked.
If this is the only Dr you wish to resend to or there are no CC Drs that require the messages please save the message and the Patient chart and go back to the appointments screen.
On the appointments screen from the menu on the left hand side please Hold down the Ctrl (Control) key located on the bottom left of the keyboard and left click on the Red quill and Ink Icon.
This will force Genie to drop the files to be sent out to the Medical Objects folder for the Medical Objects software to pick it up and send it out.
How to Resend to CC providers
Once the letter is open from the steps taken on “How to find and open the letter to be resent” look on the left hand side of the screen you will see the CC doctor section, Notice the sent box is ticked and greyed out.
As long as that Sent Box is ticked Genie will not reprocess the message for these providers.
To remove the tick from the sent box we have to readdress the CC Dr onto this message. please note down the attached providers details as they will be needed to be resent (First and Surname) Right click the provider to be resent to, can be done for all, and select “Remove CC” from the drop down menu.
To reattach the CC please select CC from the menu at the top left of the screen.
From the menu if you’re unsure of which option to pick select “Other” this will open the address book search option, Please enter the details of the removed provider and select the Dr. This will reattach the CC, Notice the Sent box is unticked.
This can be done to all CCs.
Once you have reattached the required CC Providers please save the letter and save the patient file and go back to the appointments screen.
On the appointments screen from the menu on the left hand side please Hold down the Ctrl (Control) key located on the bottom left of the keyboard and left click on the Red quill and Ink Icon
This will force Genie to drop the files to be sent out to the Medical Objects folder for the Medical Objects software to pick it up and send it out.
