Genie has made it quick and easy to review your typed letters using the Review Correspondence features. Using these features, you can have letters created by other staff members and then be alerted when these letters are ready for you to review.
Before you begin
Before you can review your letters, you will need to have them existing in Genie. To get started with creating your letters, please refer to the Writing Letters article.
If you wish to send your letters electronically, please refer to the article on Electronic Letters.
When the current user has letters waiting to be reviewed, a Letters to Review button will appear in the Navigation Palette. This will occur when a letter has been created with this user as the sender in the From dropdown of the Referral Reply Letter.
Clicking on this alert will take you to the Outgoing Letters section where you can review your correspondence
You can access the outgoing correspondence by navigating to Open> Outgoing Letters.
To access the letters that need to be reviewed or printed, click on the Letters to Review, Reviewed or Unprinted buttons in the Navigation Palette or click on the Review Correspondence icon in the Appointment Book.
To Be Reviewed will display all letters that have not been reviewed by the doctor, and those that have not yet been printed. To print reviewed letters, select Reviewed but Unprinted, from the To Be Reviewed drop-down menu.
The Method drop-down on this page displays the preferred method of communication for the addressee of the letter. You can display just those letters marked for a particular method by selecting it from the drop-down menu. For example, selecting Mail will display those letters to be printed and mailed.
Highlight all the letters you would like to print and click on the Print button printer button.
Letters to be faxed or emailed must be opened and sent individually.
Letters that need to be sent via a third party e.g. Healthlink must be opened and ticked as Ready to Send.
Note: Eventually, all letters in Review Correspondence should end up in the 'Printed' section.
Important: Do not delete letters from within Review Correspondence; deleting them from this window will delete the original letter from the patient's Clinical Window. The letters displayed in Review Correspondence are not another copy of the letter from the patient's Clinical Window, it is the same letter, viewed from a different location. Trying to delete letters from with Review Correspondence will result in the following warning:
Letters can be reviewed offsite in two ways. First, you can use Offsite Logging.
Alternatively, clicking on the Word button in Review Correspondence will export any highlighted letters as Word documents.
They are placed in a folder called Letters inside the Genie folder, on the local machine. If the Letters folder doesn't exist, Genie will automatically create it.
This folder can then be taken home on a laptop or external media device (e.g. USB, external hard drive). The following day, replace the Letters folder in the Genie folder, on the local machine that will import the letters, open Review Correspondence and click on the Import button. This will import the Word documents with your changes and replace the original 4D write documents. You will be asked if you would like the imported letters to be marked as Reviewed.
Once the import has finished, you will be asked if you would like to delete the Word documents in the Letters folder. You should agree to this, otherwise they will still be there the next time you do this, unless you delete them manually.
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