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.
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.
Choose the attachment you wish to include.
Send off the letter as per normal.