Adding the Patient Letters Report

Go to the Reports section, then under EMR select Connect.
Click the icon with a plus sign in the toolbar to create a new Connect report entry.
When asked to select the Report, scroll under the Patient header and find Patient Letters. Then fill out the parameter list as follows:
1. Letter Template Name: Enter a part of the letter template's name that you're hoping to search. Please note that this report will only return letters whose templates contain the exact entered string -- if you type "BSK," it will find both "BSK Letters" and "BSK Info Letter" but if you type "BSK Letters" it would find "BSK Letters" but not "BSK Info Letter".
2. Start Date: The Start Date of the letter's last revision.
3. End Date: The End Date of the letter's last revision.
4. Include Unsigned: If 'Yes,' patients with letters whose last revision were not signed by the patient will be included in the results. If 'No,' only patients with signed letters will be included.
Select the desired fields for the report to show, or simply select 'All.' Then hit 'Finish,' then 'Close,' to complete adding the report. The available fields are as follows:
1. Last Revision: The date of the last revision of any qualifying letter from the specified letter template on the patient's account.
2. ICD Codes: The active diagnosis codes on the patient's chart.
3. Letter Template: The qualifying letter template that was found in the patient's chart.
4. First Name: The first name of the patient.
5. Chart: The chart number of the patient.
6. Last Name: The last name of the patient.
7. Primary Ins: The primary insurance on the patient's account.
8. Secondary Ins: The secondary insurance on the patient's account.

Adding the Patient Letters Report

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