NextGen Knowledge Center

Generate Documents and Letters on the Finalize Visit Template

You can generate documents and letters on the Finalize Visit template. After generating the documents, you can use the Document Generation Log to record who generated documents and the CC’d or Generated for fields to indicate for whom they were generated.

  1. On the Finalize Visit template, click the document icon next to the desired document or letter.
  2. In the Document Generation Log select the Generated By check box to record the date, time, and the current user's name.
  3. Enter who the document was generated for in the CC’d or Generated for field.
  4. Indicate who you are sending a copy of the document in the Carbon Copies section.