Using Mail Sets


Overview

TDO allows for a group of letters to be created in one instance, for one patient, and to be sent out at the same time

Detailed Instructions

How to accomplish this task open your Letters Module

Different Mail Sets will show here that have been created

Options> Add Mail Set


Create your Mail set name> and add in the desired templates


You will now need to designate how the letters are supposed to be sent out

Click on the "+" sign and designate its send method

Mail Sets are now complete and instead of click and sending multiple letters individually one click will generate several letters at once to be sent individually with a few less clicks.

Reference

For further info this Video outline similar steps



Article ID: 443
Created: May 15, 2016
Last Updated: October 20, 2023
Author: TDO KB [web_admin@tdo4endo.com]

Online URL: https://kb.tdo4endo.com/article.php?id=443