Scheduled Appointments Print Letters Instructions

Use the Scheduled Appointments Print Letters Instructions to print patient letters or postcards reminding them of their scheduled appointments.  In addition, you can print a variety of letters from this routine including patient past due letters and patient recall letters.

Notes:  

• Before you can print patient scheduled appointment letters, past due letters or patient recall letters for the first time, you must first set up a letter form during the Letter Writer routine.

• To print patient past due letters from this routine, you must first run the ATB Report and select to build the workfile for past due patients based on the ATB Report parameters entered.

• To print patient recall letters from this routine, you must first run the Clinical Recall Analysis Report and select to build the letter writer workfile based on the Clinical Recall parameters entered.

Directions:

To see directions for...

• Opening the Scheduled Appointments Print Letters Instructions, click More.

   

  1.  Click Reports from the Menu Bar.

  2.  Click Patient Letters.

  3.  Click Scheduled Appointments.

  4.  Click Print Letters.

   

  Scheduled Appointments Print Letters Instructions Window Example:

  

   

• Choosing the Selections at the Prompt Window, click More.

   

  Scheduled Appointments Print Letters Instructions Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Type	To select the Type of letter to print, click a choice in the drop-down list. Valid Types: P - Past Due - prints letters for customers with past due balances Note:  First, you must generate the Letter Writer workfile for patients with past due balances running the ATB Report with the desired parameters. R - Recalls - prints letters for patients with recall appointments Note:  First, you must generate the Letter Writer workfile for patients with recalls by  running the Clinical Recall Analysis Report with the desired parameters. M - Miscellaneous - prints miscellaneous patient letters including letters relating to diagnoses, procedures, or comments S - Scheduled Appointments - prints reminder letters for patients with scheduled appointments
  Letter Number	To specify the Letter Writer letter to print, enter the letter number. (3.0 numeric) Note: To search for the Letter Writer letter number, click Search .
  Next Contact Date	To limit the patients to receive letters to those with a specific date that they were to be contacted by your practice, enter the Next Contact Date. (mmddccyy, slashes and century optional)
  Date Range
  From	To limit the patient accounts to a range of appointment dates, enter the beginning appointment date. Note:  To include all appointment dates, please leave blank.
  To	To limit the patient accounts to a range of appointment dates, enter the ending appointment date. Note:  To include all appointment dates, please leave blank.
  Sort Option	To select the method for sorting the patient letters, click a choice in the drop-down list. Sort Options: 1 - Patient Account Number - prints letters in patient account number order 2 - Patient Name - print letters alphabetically by patient last name 3 - Guarantor Account Number - prints letter in guarantor patient account number order 4 - Guarantor Name - prints letters alphabetically by guarantor last name 5 - Recall Date - prints letters in patient recall date order 6 - Provider ID - prints letters in Provider ID order 7 - Patient Zip Code - prints letters in patient Zip Code order 8 - Appointment Time - prints letters in Appointment Time order
  Unprinted Letters Only?	To print the letters that have not been printed, click to select the box. To print all letters, de-select the box.
  Check for Forced Entry Note:  Use the Forced Entry to maintain customized text to print on each letter.  For example, you can maintain Forced Entries for surgical dates or provider names to print on all the letters.
  Check for Forced Entry	To include user-defined text on each letter, click Check for Forced Entry.  Otherwise, press [TAB] to by-pass this option. Note:  When you select Check for Forced Entry, the following dialog window displays:
  Payment Amount	Enter text for the Forced Entry to print on each letter. (up 20 characters) Note:  Because the Forced Entry field label is user-defined, the field name in your software may not match the documentation.  To change the Forced Entry field label, see the Letter Writer routines.
  	To proceed to the next step, click Continue.  Or, to omit the forced entry, click Cancel. Keyboard shortcut:  [ALT + c]
  	Displays the default printer number.  For more information, see Printing Options.
  	To generate the report, click Print or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape from the print routine, click Cancel. Keyboard shortcut:  [ALT + c]
  	To print an alignment test pattern, click Align. Keyboard shortcut:  [ALT + a] Note:  The alignment routine is only necessary if you print to a pin-feed type of printer.  Generally, you do not need to print an alignment routine if you are printing to a laser printer.
  Alignment Test
  	After clicking Align, the following dialog window displays:
  	To check the letter alignment by printing a test pattern on the first letter, click Align Form. Keyboard shortcut:  [ALT + a] Notes: After the test pattern prints, check the alignment.  If the form is not aligned, make adjustments and click Align Form. When the form is aligned correctly, proceed by clicking Print Report.
  	When the form is aligned correctly, proceed by clicking Print Report. Keyboard shortcut:  [ALT + p]

   

• Report Sample(s), click More.

   

  To see an example of the report, click Scheduled Appointments Print Letters Sample.