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Clinical approval is the step where you confirm that a letter is correct and ready to send. Only approved letters can be exported or shared.
1

Approve on the letter page

After you review the letter on the letter page, you can approve a single letter or multiple letters at once:
  • Single letter – Press Clinically approve to save your edits and approve the letter.
  • Multiple letters – Press Clinically Approve All, select the letters you want to approve (or Select all), and confirm. Any tab you have not opened yet is marked Not yet reviewed as a helpful reminder.
Letter page with Clinically approve buttonLetter page with Clinically approve button

Letter page with Clinically approve button.

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Letter page with Clinically Approve all button

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Not yet reviewed reminder on unopened letters

2

Export as PDF or Word

After clinical approval, the output tab dot turns Amber and you can export the generated letter as a PDF or Word document.
PDF and Word export options

PDF and Word export options.

3

Use approved letters

Approved letters appear in a dedicated tab on the dashboard. From there you can export them as PDF or Word, send them by email, or mark them as complete.
Clinically approved tab on the dashboard with approved letters listed

Clinically approved tab on the dashboard with approved letters listed.

Any text edits you make in the letter editor are saved automatically when you clinically approve.

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Next steps

Mark as Complete

Mark a record or letter as complete when you have finished with it.

Send Email

Send approved letters by email from MedWrite.