Working with Distribution Lists for Notes and Letters (CC Lists)

A CC list is a distribution and tracking tool for patient notes and letters. A CC list contains not only the list of physicians who should receive a copy of the note or letter, but also the method that it should be sent (print, fax, email, or clinical message).

To send copies using CC List functionality, you must 1) add the CC list to your note, and 2) distribute the notes via the Document Management module.

Note: The process for distributing note copies is different for practices using automatic note distribution. See Working with Automatic Distribution of CC Notes.

To add a CC list to a note or letter

To distribute the notes or letters

Notes: