How to Send Professional Correspondence

Sensei Cloud allows you to send professional correspondence in the form of letter or email to a patient's Referral Source or Outside Doctor as needed. You can do so from the Patient Correspondence screen (Patient > Correspondence).

Referral Sources and Outside Doctors for a patient are managed in the Patient Referrals section of the Patient Record. All of the patient's Referral Sources and Outside Doctors are available to send professional correspondence to as long the person's record is Active in your practice's master list (Administration > Practice Settings > Referral Sources). See How to Manage Referral Sources for more information.

To send professional correspondence:

1. From the Patient tab, select Correspondence.
2. Under Actions, click Send Professional Correspondence. The Send Professional Correspondence window is displayed.
3. Select if you want to send by Provider Preference, Email, or Letter.
   Note: When Provider Preference is selected, Sensei Cloud will send each provider their preferred correspondence type.
4. Select an email template, letter template, or both.
   Tip: The selected template should use the Addressee merge fields (rather than the Outside Doctor and Referral Source merge fields) to ensure that the data populates correctly. You can manage Correspondence Templates from the Administration tab. See How to Manage Correspondence Templates for more information.
5. Click [X] Doctors to view the doctors to be included on the correspondence. The Select All Doctors window is displayed, and you can see the names of the doctors and their correspondence preferences.
6. Click X to remove a doctor if you do not want them to receive the correspondence. If you make any changes to the included doctors, click Save. Otherwise, click Cancel.
7. Click Send All (or Send if only one doctor is selected).

The correspondence is stored in the Patient Correspondence list for future reference. 

See How to Send Patient Correspondence for more information.