Procedure for Sending Letters Through Genie

Updating the Genie Address Book for Messages Transmission

1. Install the latest version of Trinity on the computer that will be updating the Genie Address book

Trinity can be found at:

http://download.medical-objects.com.au/BleedingEdge/referral-setup.exe

NOTE: the Trinity Client will take 60 seconds to startup. When it does it will appear in the tray as per the picture below.

2. Right click on the Trinity and choose Provider Lookup

3. When in the Provider lookup you have multiple search types. The most commonly used is Name. The name search is used by entering the Surname > space > Firstname or parts of each into the box provided. When you click on the Lightning Bolt, results will appear

4. When you click on one of the search results the provider number of the provider you clicked on will be copied to the clip board.

You can also look at additional details of that provider if you press the More Detail button at the bottom of the window

5. The provider number you have copied needs to be pasted into the Provider Number field in the details pane of that contact in Genie

6. Additionally in the Correspondence tab in the address book for that contact you will need to set the Preferred Method of Communication to Medical Objects and also paste the Provider Number into the Medical Objects field at the bottom of the form

7. To send a message using that provider, open/create your letter in Genie and choose the Addressee that you have edited your address book contact to send to. If their name doesn't appear in the 'To' Box, you can try re-addressing the letter using the“Re address this letter” button. Now perform a search for the contact you edited to send through Medical Objects as you did in in step 6. This will put the doctors name in the “TO” field.

8. Tick the ‘Send via 3rd Party’ Box. This will bring up a Requested Action prompt. You can choose any action that is required here.

9. Make sure that Medical Objects is chosen as the sending facility, then click on the save button to send. It will take up to 15 seconds for the file to save to the Medical Objects Outgoing folder, where the Capricorn software will then attempt to send it.

10. Also make sure the 'Ready to send' option is checked in newer versions of Genie.

11. It is advised that at the end of each day you check the delivery report and ensure that all messages sent end up in the outgoing sub header. Note that if you are sending to the practice for the first time the messages may sit in unroutable for a short time while addressing details are found in the system. Web Activity Report

Should you require any more information or have encountered a problem please call the support helpdesk on (07) 5456 6000.