The spirit of the QHR ideas portal is to collect ideas and feedback from our users for integrations, enhancements, and new features.
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Currently, when a physician changes from generating a letter for a referral for a patient and then goes to send a patient a message with an attachment through Ocean, there are multiple steps that need to be done.
The most inefficient is having to remove or add the default footer, default header & referral intro depending on whether you switched from sending a referral and then a patient message or vice versa.
There should be two separate processes so that "generate letter" function is not part of the patient messaging OR a way to select the defaults based on a referral letter or patient messaging so that they don't flip back and forth.