Sending and Monitoring Tracked Docs
How to send and monitor the status of your tracked docs. See whether a letter has been opened, and if there's a signature field - whether it has been signed.
Kiroku Tracked Docs allows you to monitor the status of the letters you send your patients. You can see if they have been opened and if they have been signed.
This feature is ideal for gathering consent from patients.
Check out how to do this here
How to Send Tracked Docs/ Monitoring your Doc's Status/
Downloading a Signed Consent
How to Send a Tracked Doc
To create a Doc you'll first need a completed note - you can generate your Doc from a note you've just finished, or you could re-open a saved draft.
The Docs generator panel can be found in the endzone at the bottom of the note, or, from the button panel on the right side of the screen. It will also automatically open when you press 'Copy notes'.
Select the Doc you wish to generate.
This will take you to the Docs generator interface. Be aware it may take up to a few minutes for the AI to create your Doc.
Once your Doc has been created, you can either edit the content of the Doc directly, or use the AI editor (in the left panel) to make changes.
Once you’re happy with your Doc, press the 'Send' button - this opens the sending popup.
Select tracked Doc and enter the recipient's email address.
Here you can also change the email subject line and message. Note that the email address associated with your Kiroku account defaults in the message, but you can change this.
When you are ready hit 'Send' - located at the bottom
Save time by downloading the PDF to your computer at this stage, rather than downloading the PDF separately. Note that the download will be a PDF only.
If you wish to save it as a Word Document, you will need to use the 'Download' functionality at the top of the window instead.
Monitoring your Doc's Status
You can see the status of your doc from the 'Sent' tab of your docs.
The status will show as either Sent, Read, or Signed.
This status will update in real time as a recipient completes these steps.
To view or resend a doc hover your cursor over it and these options will appear on the right.
Downloading a doc or completed consent
To download a doc as a PDF hover over it in the 'Sent' view and select 'View', then in the top bar select 'Download'. You will see the below, select download and it will be downloaded to your computer.