Good Practice Guides | Creating letters on S1/ Record keeping, Referral and Discharge policies

Creating letters on S1/ Record keeping, Referral and Discharge policies

Creating letters on to S1 for referral, appointments and discharge

1. Search for client and open client’s record.
2. List on left hand side of screen, scroll down to Communications and Letters
3. Click on Communications and Letters
4. It will open a list of all letters sent to client.
5. Open G:\Atrium Group\Atrium Forms & Correspondence Templates\Appointment Letters\Referral and discharge letters.
6. Open up S1 and Folder next to each other on your screen
7. Click and drag the letter you want to upload to S1 drop it on the part next to the icons that says ‘drag word file here to create letter’
8. Select sender and recipient- sender= this organisation, recipient = the patient
9. Click write now
10. The letter will load
11. All parts are automatically populated.
12. Amend letter by going to home at top of page, update with relevant information of sessions, dates and engagement.
13. Go back to S1 one mail merge tab at top of page
14. Click on save final version and yes
15. The document will show up at the bottom of the list of letters on the clients record.
16. Right click on letter in list choose print (if onsite) or export to save (below)
17. Click on export and MS word
18. Choose where to save document- I click this PC and choose to save to my H Drive as it is confidential and easiest to find it
19. Click OK when saved
20. Go to H drive and print letter
21. Delete letter from H Drive once printed and sent