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Medtech: Install Outbox Document

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Outbox documents are letter templates saved in Medtech, which can pull patient data from the PMS and prepopulate fields.

  • Save the document from the email
  • Go to Setup > In/Out Box > Out Box Document
  • A new menu called Document will open in the menu bar
  • Go to Document > Import Disk (C)

  • Browse to the file saved from the email
  • Select the file and click Open
  • Close the Document Designer window.
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