Printing referrals

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Otobase can create letters to send as referrals for a single subject or a group of subjects.

To print a referral letter for a group of subjects

Select Reports > Print Referral Document to open the Search form.
Search for a set of records to include in the report.
Drag the selected set of files on Drop selected Subject Set and the Print Document dialog opens.
Select the type of document you wish to print

You can then select the document you wish to print. It will be merged with data from the Subjects' records and with any referring Provider records.

The letter or document to be merged can include data from any Subject or Provider data field. A letter or document will be generated for each referring provider.

To print a referral for a specific subject

Starting from the Subject Studies form, select Reports > Print Referral Document.
The referral document opens.
Select Print.

Related topics

Selecting data for export

Selecting format for export

Exporting the data

Editing documents

Printing documents

Printing reminders and related forms