Email Letter from Accuro

Owned by Lance Chase
Last updated: Sept 10, 2024 by Lance Chase
1 min read

For security reasons, you cannot directly email a letter to a patient/client from Accuro. However, the following is a workaround:

  1. Launch Accuro and sign in.

  2. Go to the Patients area and load the patient.

  3. Switch to the EMR module.

  4. Use the drop-down to choose *Referral Letter or Letter.

  5. Write the body of the letter and click Gen. Letter.

  6. Click the X icon. Enter To Whom It May Concern in the Recipient Name field and (000) 000-0000 in the Fax Number field.  Click OK.

  7. Add/remove text from the letter as desired. Once the letter is ready, click the Print button at the bottom.

  8. In the Print window that opens, use the drop-down to select Adobe PDF and click OK.

  9. In the window that opens, enter a file name and navigate to where you'd like to save it (e.g., your OneDrive) and click Save.

Now that the letter has been generated and saved, send it to the patient/client:

  1. If there is no personal health information (PHI) in the letter, simply open your email and send the letter to the patient/client as an attachment.

  2. If there is PHI in the letter, open Healthmail in Accuro and send the letter as an attachment to the patient/client.

Remember to delete the letter from where you saved it in Step 9 above.