The Correspondence function is used to maintain a log of the correspondence (fax, mail, or email communications) for each case. For example, you might want to record the correspondence you have with an adjuster, legal representative, or the patient. You can also use the correspondence function to record case notes, and to create letters. In addition, you have the ability to attach correspondence to the patient’s file, for more information, see Attach and Manage Attached Documents.
You can create correspondence records within the correspondence tab as well as within individual record in the tracking tab (e.g., psychological assessment).
Correspondence falls into one of the following types:
- Case Note, to document case activity.
- Correspondence, to capture general case correspondence and optionally associate reminder with the correspondence record.
- Email, Phone or Fax, to capture information about those specific types of communications.
- Account Receivables, to capture communications related to finances and optionally associate a reminder with the correspondence record.
- Letter, to create a rich text format letter for printing and mailing, optionally based on a letter preset.
- Letter to… (system letter), to create using system-defined templates reflecting case type (e.g., Letter to Family Physician for MVA Patient or Letter to WSIB Adjustor).
Correspondence can be created from scratch, based on a previous correspondence of the same type or a preset, if available.
System letters include:
- Letter to MVA Legal Representative
- Letter to MVA Adjuster
- Letter to Family Physician for MVA Patient
- Letter to MVA Patient
- Letter to EHC Patient
- Letter to EHC Representative
- Letter to Family Physician for EHC Patient
- Letter to Family Physician for Private Patient
- Letter to Private Patient
- Letter to Family Physician for Slip & Fall Patient
- Letter to Slip & Fall Patient
- Letter to Slip & Fall Legal Representative
- Letter to Family Physician for WSIB Patient
- Letter to WSIB Patient
- Letter to WSIB Adjudicator
- Letter to WSIB Case Manager