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Setting up the address book
- Search for the provider in the Genie Address Book.
- Change to the Correspondence tab.
- Tick the Include PDF in letters checkbox.
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This will need to be ticked in every provider they wish to send PDF to. |
Setting up the patient file
- Search up the patient in the Genie patient database.
- Click on the Image Browser icon to open it up.
- Click on Add a New Record to upload the PDF into the Image Browser.
- This will attach the PDF to the patient's file.
Attaching the PDF to the letter
- Create a new letter by clicking on the Red Quill.
- On the left hand side, select Expressions, then Attachments.
Image Modified - Choose the attachment you wish to include.
- Send off the letter as per normal.
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