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 DocsMonitoring your Doc's Status/
Downloading a Signed Consent

How to Send a Tracked Doc

Complete your notes and select the doc type you wish to send in 'Generate Docs', located at the bottom of your screen. 

The Send button will be greyed out and inactive where there are incomplete variables in your Doc. 

Add the relevant variables to populate your Doc and activate the Send button.When you are ready to send your doc click send.
This opens the sending popup. You can choose to email your Doc as a PDF or as a Tracked Doc.

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 SentRead, 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.