Approve Letters

When approving a letter record type, the Approve Patient Letter window displays.

To approve a letter:

  1. Review the fields.
  2. Complete any of the following:
    • Click Approve to approve the letter.
    • Click View to preview the letter in MS Word.
    • Click Cancel to cancel the approval and keep the letter listed in the Patient Approvals window.
    • Note: If you click Cancel and other items are selected for approval, the Abort Approval Process Question window displays. Click Continue or Stop as necessary.

    • Click Deny to roll back any changes to the previously approved version.
    • Note: If approving the letter for the first time, Deny is not enabled.