written communication and mailing ppt

Written Communications and Mail
Processing
Chapter 13
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Introduction
Written communications are a reflection of the physician
and his or her office staff.
All written communications should be professional,
accurate, complete, and effective in getting across the
intended message.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 2
This chapter will examine:

Responsibilities of the medical assistant with regard to
equipment and supplies

Common sizes of letterhead stationery

Parts of speech

References for the medical assistant’s library

Answering business correspondence

Value of communications portfolios

Letter styles and parts of a business letter
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 3
Importance of Written Communications



Promotes a good impression of the physician and the
office staff
Enhances the art of effective communication
Promotes better healthcare by providing accurate
information about and to the patient
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 4
Types of Written Communications

Letters

Memorandums

Orders for supplies

Email

Facsimiles

Medical records

Instructions for patients
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 5
Writing Skills and Composing Tips for
Business Letters

Keep the length to about one page.

Carefully organize the letter.

Read the letter several times to determine what needs
to be addressed in the answer.

Highlight questions asked or materials requested.

Decide on answers to questions.

Verify information.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 6
More Writing Tips

Keep sentences short.

Put only one idea in each sentence.

Eliminate superfluous wording.

Use layman’s terms.

Match the physician’s degree of formality.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 7
Sentence Errors
Three main errors in sentences:

Sentence fragment

Run-on sentence

Comma splice
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 8
Letter Styles
Four basic styles

Block

Modified block or standard

Modified block indented

Simplified
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Slide 9
Block Letter Style

All lines flush to the left margin

Very efficient

Less attractive
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 10
Block Letter Style (cont’d)
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Slide 11
Modified Block Letter Style


Dateline, complimentary closing, and typewritten
signature all begin at the center.
All other lines begin flush with the left margin.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 12
Modified Block Letter Style (cont’d)
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Slide 13
Modified Block with Indented Paragraphs

Identical to block except that the first line of each
paragraph is indented five spaces.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 14
Modified Block with Indented Paragraphs
(cont’d)
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 15
Simplified




All lines flush with the left margin.
Salutation replaced with all-capital subject line on the
third line below the subject line.
Omit the complimentary closing.
Enter an all-capital typewritten signature below the body
of the letter.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 16
Simplified (cont’d)
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Slide 17
Spacing and Margins



Business letters are usually single-spaced.
First typed entry goes on the third line below the
letterhead.
Typing on continuation pages begins 1 inch from the
top.

Side margins 1 to 1½ inches on each side.

Minimum of 1-inch margin on the bottom.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 18
Parts of Letters

Heading

Opening

Body

Closing
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Slide 19
Heading

Includes letterhead and dateline.

Usually centered at the top of the page.



Includes the name of the physician or group and the
address.
Usually includes the telephone number and medical
specialties.
Dateline consists of the name of the month written in
full, the day, and the year.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 20
Opening
Consists of inside address, salutation, and the optional
attention line.
Inside address


Starts flush with left margin
Contains name and address of the person to whom the
letter is addressed
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 21
Opening

Use courtesy titles.

Follow names with academic degrees.

Do not use both a courtesy title and a degree that
means the same thing.
Incorrect: Dr. Rick Tips, M.D.
Correct: Dr. Rick Tips
Rick Tips, M.D.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 22
Opening
Salutation

Introductory greeting

Flush with left margin

Second line below last line of address

Usually followed by a colon
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 23
Opening
Attention line

Optional

Flush with left margin

Second line below inside address
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 24
Body


If used, subject line is placed on the second line below
the salutation.
Includes message of the letter.
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Slide 25
Closing
Includes:

Complimentary closing

Typed signature

Reference initials

Special notations
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Slide 26
Postscripts

Place emphasis on an idea or statement.

May express an afterthought.

Follow letter style when using postscripts.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 27
Continuation Pages
Heading for continuation pages includes:

Name of the addressee

Page number

Date
Headings begin on the seventh line from the top of the
page.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 28
Signing the Letter
Physician usually signs:





Letters with medical
advice
Letters to medical
societies
Referral and
consultation reports
Medical reports to
insurance companies
Personal letters
Medical Assistant signs:



Routine letters
Orders for office
supplies
Notifications to patients
about surgery or
hospital arrangements

Collection letters

Letters of solicitation
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 29
More Types of Written Communications
Telephone messages

Name of the person being called

Name of person calling

Caller’s contact telephone numbers

Reason for the call

Action to be taken

Date and time of call

Initials of person taking the call
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 30
More Types of Written Communications

Email messages

Faxes

Memorandums
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 31
Developing a Portfolio




Consists of sample letters that are used in various
situations.
Letters can be added to the portfolio when created.
Store letters on the computer and make changes as
necessary.
Saves time when composing correspondence.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 32
U.S. Postal Service



Independent establishment of the executive branch of
the U.S. government
Operates independently of the government
Second oldest federally established department or
agency in the United States
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 33
Mail Processing
Incoming mail usually includes:

General correspondence

Payments for services

Bills for office purchases

Insurance claim forms to be completed

Laboratory reports

Hospital reports

Medical society mailings

Professional journals

Promotional literature and advertising
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 34
Opening the Mail

Follow office policy.

Do not open mail that is marked “personal.”

Use a methodic system to open and process mail
efficiently.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 35
Annotating

Read each item of mail.

Underline significant words or phrases.

Note in the margin what action needs to be taken.

Code for filing if the letter needs no reply.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 36
Responding to Mail

Read through the annotations.

Draft a reply.

Review the original letter, and make certain that all
issues have been addressed.

Allow the physician to review the reply, if necessary.

Make a copy for the appropriate file.

Send the correspondence.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 37
Mail Requiring Special Handling

Payment receipts

Insurance information

Drug samples

Vacation mail
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Slide 38
Handling Vacation Mail
Determine:




Is this important enough that the physician should be
contacted?
Should it be forwarded for immediate attention?
Should it be answered now, explaining the delay
because the physician is out of the office?
Can the mail wait for attention until the physician
returns?
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 39
Outgoing Mail

Fold and insert letters correctly.

Address the envelopes accurately.

Follow OCR guidelines on envelopes.

Always use a return address.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 40
Cost-Saving Mailing Procedures

Use ZIP codes.

Presort mail.

Use correct postage.

Take advantage of bulk mail if possible. Bulk mail is a
form of mailing large volumes of information which is
presorted by zip code.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 41
Postage Meters


Most efficient way of stamping
mail. Can print postage on
adhesive strips or directly on
the envelope.
Metered mail does not have to
be canceled or postmarked, so
it moves faster to its
destination.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 42
Classifications of Mail
Express Mail

Available 7 days a week, 365 days a year

Sunday and holiday delivery between major markets


For items up to 70 lb and 108 inches in combined length
and girth
Fastest mail service offered by the USPS
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 43
Classifications of Mail
First-class mail

Letters, postal cards, postcards, and business reply mail.

13 oz or less.

Current first-class mail rate is $0.41.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 44
Classifications of Mail
Priority Mail

First-class mail over 13 oz.

Maximum weight 70 lb.

Always mark packages as priority mail if not placed in a
box purchased from USPS.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 45
Classifications of Mail
Bound printed matter

Advertising, promotional, directory, or editorial material

Must be securely bound

Cannot have the nature of personal correspondence

Cannot be over 15 lb
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 46
Classifications of Mail
Media mail

Books

Film

Manuscripts

Printed music

Printed test materials

Sound recordings

Play scripts

Printed educational charts

Binders and loose-leaf
papers
Includes computer
recorded media, such as
CDs and diskettes.
Media mail cannot contain
advertising or weight
over 70 lb.
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 47
Special Services
Insured mail

Insurance for coverage against loss or damages

Available for priority mail, first-class mail, parcel post
Copyright © 2008, 2005, by Saunders, an imprint of Elsevier Inc. All rights reserved.
Slide 48
Special Services
Registered/Certified mail

Additional protection for all classes of mail.

Sender can request evidence/proof of delivery.

Registered mail can be traced.

Accounted for by number from time of mailing to time of
delivery.
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Slide 49
Special Services
Postal money orders

Convenient way of mailing money

Amounts up to $700
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Slide 50
Special Services
Special delivery

Mail of any class can be sent special delivery.

Does not speed delivery to designated post office.

Does ensure immediate delivery once it arrives at the
designated post office.
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Slide 51
Special Services
Special handling



Fees in addition to required postage
Increases speed of delivery for third- and fourth-class
mail
Used for unusual items that need special handling,
including live animals
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Slide 52
Special Services
Certified mail




For mail without intrinsic value
Items such as contracts, deeds, mortgages, bank books,
checkbooks, etc.
Can receive return receipt
Does not provide insurance coverage unless purchased
separately
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Slide 53
Special Services
Certificate of mailing

Provides proof of mailing.

Obtain form at the post office.


Clerk postmarks the receipt, initials it, and returns it to
the mailer.
Serves as acknowledgement of mail arriving at the post
office and being mailed.
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Slide 54
Private Delivery Services

Federal Express

United Parcel Service

Emery

Airborne Express

DHL
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Slide 55