QHR Product Ideas

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Default Recipient of certain forms or letters

I would like to be able to select a recipient for certain letters or forms that always go to the same fax number or place. This could be in the template wizard or form editor. I have forms that go to departments in the hospitals and letters that I send to certain departments so I use both the template wizard for letters and the forms. The letters always default to the referring doctor, so currently I have to click on the area, find the dept to fax it to, and then "send letter" A lot of work for a quick note on why an appointment should cancelled. Please make a place for us to go to select a "permanent" recipient.
  • Guest
  • Jun 20 2016
  • Already Exists
Accuro EMR / Address Book / Forms
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  • Admin
    Alison Cooney commented
    September 29, 2020 22:03

    Screenshot of Advanced Form Actions:

    advanced form o...
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  • Admin
    Alison Cooney commented
    September 29, 2020 22:00

    Hello,

    A default recipient for forms can be set through the Form Editor.

    Accuro Menu > Tools > Form Editor > Load Form > Advanced (icon that looks like a stack of paper) > Set Default Recipient. Once clicked the Address Book will launch and you can choose which contact you would like the form to be faxed to by default.

    There is a separate entry for the Default Recipient for Generated Letters, here: https://ideas.qhrtech.com/ideas/ACC-I-3199 .

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