Creating Letter Templates within Vision 3

Before you can generate a referral letter, create your template in Vision 3.

Note - Referral letter templates created through Vision 3 with Smart Tags are not currently compatible with Vision Anywhere.
See Setting up Template Letters in the Utilities Help Centre for details.

There is a specific Vision Anywhere merge field - <<REFERRAL_Content>>, this takes the entry in the Referral letter content box and imports it into the letter:

Important - The <<REFERRAL_Content>> merge field must be wrapped by <<>> or this functionality does not work.

For practice level working, any templates that are to be used with Vision Anywhere must be saved in P:\WORDPROC\TEMPLATE\VA_Referrals folder.

Shared Care Organisations need to forward the completed template to VATemplates@visionhealth.co.uk, for testing and uploading to the appropriate cloud service.

Note - If you add the <<REFERRAL_Content>> merge field into an existing letter, it is not recognised by Vision 3 as it is specific to Vision Anywhere.

Merge Fields

The following merge fields are recognised by Vision Anywhere:

Patient Data Merge Field
Patient name PATIENT_Title
PATIENT_Forename1
PATIENT_Surname
Patient address PATIENT_House
PATIENT_Road
PATIENT_Locality
PATIENT_Town
PATIENT_County
PATIENT_Postcode
Patient date of birth PATIENT_Date_of_Birth
Patient age PATIENT_Age
Patient sex PATIENT_Sex
Patient telephone number PATIENT_Main_Comm_No
Patient NHS or CHI number PATIENT_Current_NHS_Number
PATIENT_CHI_Number
Patient’s usual GP PATIENT_Usual_GP
Patient’s registered GP PATIENT_Registered_GP
Patient’s registered practice PATIENT_RegisteredPractice

Referral Data Merge Field
Date of referral SYSTEM_Date
Referring clinician REFERRAL_Clinician
Referral urgency REFERRAL_Urgency
Referral reason REFERRAL_Snomed_Term
or REFERRAL_Read_Term
Speciality REFERRAL_NHS_speciality
Provider unit REFERRAL_Provider
Referral letter content REFERRAL_Content

 

Clinical Information Merge Field
Active problems PROBLEMS
Current repeat meds REPEATS
Drug allergies DRUG_ALLERGY
Non-drug allergies NON_DRUG_ALLERGY
See Setting up Template Letters in the Utilities Help Centre for details.
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