Q: Can I set up the Note so the Referring Provider will be Automatically Carbon Copied?

Objective

Set up the Note to Automatically send a Carbon Copy to the Referring Provider.

Steps to Configure

1. Login to Enterprise as a user with Admin access.
2. Select the TWAdmin workspace.
3. Select Note Admin on the Vertical Toolbar.
4. Select Note Admin on the Horizontal Toolbar.
5. Select the Note Templates tab

(Default CC1 image)

1. Click the Search button
2. Search for and select the Note Template you wish to setup.

(Default CC2 image)

1. Right click the Output Template and select Edit.

(Default CC3 image)

1. Click the Properties button.

(Default CC4 image)

1. Expand the Carbon Copy section in the Note Output Template Properties.

(Default CC5 image)

1. 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)