Difference between revisions of "Q: Can I set up the Note so the Referring Provider will be Automatically Carbon Copied?"
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Cecil.Hunter (talk | contribs) (Created page with '==Objective== Set up the Note to Automatically send a Carbon Copy to the Referring Provider. ==Steps to Configure== # Login to Enterprise as a user with Admin access. # Select…') |
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Revision as of 20:32, 4 March 2010
Objective
Set up the Note to Automatically send a Carbon Copy to the Referring Provider.
Steps to Configure
- Login to Enterprise as a user with Admin access.
- Select the TWAdmin workspace.
- Select Note Admin on the Vertical Toolbar.
- Select Note Admin on the Horizontal Toolbar.
- Select the Note Templates tab
(Default CC1 image)
- Click the Search button
- Search for and select the Note Template you wish to setup.
(Default CC2 image)
- Right click the Output Template and select Edit.
(Default CC3 image)
- Click the Properties button.
(Default CC4 image)
- Expand the Carbon Copy section in the Note Output Template Properties.
(Default CC5 image)
- Two columns are available to select from: Default or Show
- Checking the box in the Show column will make that option available to select in the Carbon Copy window.
- Checking the box in the Default column will make that option selected by default in the Carbon Copy window
(Default CC6 image)