Reviewing Correspondence

This option would usually be used by Specialists or GP's who have someone else type their letters.

Once the typist has finished the letter, they would Save it without printing.

You can then open Review Correspondence from Open > Outgoing Letters

or Open > Patients, Patients > Review Correspondence or click the Review Correspondence icon from the appointment book.

This opens a window in which the correspondence can be displayed according to different criteria. It will open to 'To be Reviewed' by default.

This will display all letters which do not have the Reviewed checkbox ticked, and which have not yet been printed.

In a multi-doctor practice, select your own name from the 'From' drop down menu, to display just those letters which have been marked as from you.

Double-click on the first letter in the list to open the letter.

Once you have reviewed and/or corrected the letter, click the Reviewed checkbox.

This will then automatically move you to the next letter in the list, or you can move to the next letter by clicking the Next button.

Once you have finished reviewing the letters, you can print, fax or email them, or leave this job for your receptionist.

Reviewing Letters Offsite

Letters can be reviewed offsite in two ways. First, you can use Offsite Logging. Alternatively, clicking on the Word button will export any highlighted letters as Word documents.

They are placed in a folder called "Letters Folder" 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, floppy disk, external drive etc. The following day, replace the Letters folder in the Genie folder, on the local machine that will import the letters, open the Correspondence window and click on the Import button.

This will import the Word documents with any changes, and replace the original 4D write documents. You will be asked if you want the imported letters to be marked as having been reviewed. Click Yes.

Once the import has finished, you will be asked if you want 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 procedure unless you delete them manually in the meantime.