RxWorks

Visit Screen - Documents

When in a Visit Work Area, send and keep track of documents related to a patient by selecting the 'Docs' button in the Toolbar.

The Letters (Docs) dialog box will show:

• a description of the letter,
• the name of the letter,
• the date the letter was created,
• any modification date and the user who created the letter.

 

Adding Documentation

1. Click on ADD.

2. From the window that opens, choose a document you would like to add to the patient record.

3. Click OK.

4. Edit the template being used (if necessary) and enter a description for the document you are creating.

5. Click OK.

6. RxWorks will create and preview a document, based on your template choice.

7. Edit any details in the word document (if necessary) and SAVE.

8. This document will now appear in the Letters window.

Editing Documentation

1. Select the document you wish to edit.

2. Click EDIT.

3. When the document opens, edit the details as required.

4. SAVE the document and CLOSE.

Deleting Documentation

1. Select the document you wish to delete.

2. Click DELETE.

3. A message will appear prompting you to confirm this action.

4. Click YES.

 

Previewing Documentation

1. Select the document you wish to preview from the list.

2. Click on PREVIEW.

3. RxWorks will open the document.

 

Printing Documentation

1. Select the document you wish to print from the list.

2. Click on PRINT.

 

Before you can send any letters, you first have to add a letter to the list.  Once you add a letter to the list in this way, you will always be able to go back to it.