Using a test patient, click the Create a Patient Document button :
When the Document Details screen displays,
Select the Provider who will send the letter.
Type a Description for the letter.
Click Preview and ensure that it has inserted the appropriate information and that it reads correctly. If any changes are required, make a note of them.
To test a letter template by means of Presentation Manager (EasyPost applies)
(Requires Presentation Manager. Presentation Manager is a prerequisite for EasyPost, so this applies if you have EasyPost)
Using a test patient, click the Create a Patient Document button :
When the Document Details screen displays,
Select the Provider that the letter will be from.
Type a Description for the letter.
Click Preview to display a preview on the right of the screen with merge fields populated.
Ensure that the letter has inserted the appropriate information and that it reads correctly. If any changes are required, make a note of them.
To check the Test Template's results
If information is missing or incorrect, check the following:
Did the patient file you used for testing contain the missing information? For example, a birth date was required in the letter; was one present in the patient file?
If the test document contains a space where the merge field data should have appeared, this is usually an indication the data is missing from the record. However, if instead the text of the merge field itself appears in the document, this indicates the merge field is invalid or incorrect.
Check all your square brackets are present [ ]
Check for a missing full stop [patient.lastname] between terms in the field.
Did you remember to format the letter (e.g. spaces, line returns, fonts etc)?
Sometimes, a merge field will not work correctly if copied into the document using “cut and paste”. Try typing the merge field in manually then repeat the test.
If you are unable to correct a problem, contact the Support Desk for assistance.
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