Recall Letters Print Instructions

Use the Recall Letters Print Instructions to print recall letters or postcards for patients in the Recall Letters Workfile who have recall dates for which they need to schedule an appointment.  This routine generates the patient information in an XML stream for personal reminders.  Recall letters provide an effective way of practicing preventative healthcare and maintaining a steady patient flow in your practice.

Notes:

• For information about creating patient recall letters, see Patient Recall Letters Procedure.

• This routine uses the information in the Recall Letters Workfile to generate data in an XML format and sends it to a job site file that you specify.

• During installation, the letter format and the job site file (job to the print file) are defined using your specifications.  For more information, contact NDS Technical Support.

• In addition, you can print patient recall letters during the Schedule Appointments Letters Print routine.  For more information, see Scheduled Appointments Print Letters Instructions.

• For more information about running reports, see Print View.

Directions:

To see directions for...

• Opening the Recall Letters Print Instructions, click More.

   

  1.  Click Reports from the Menu Bar.

  2.  Click Patient Letters.

  3.  Click Scheduled Appointments.

  4.  Click Print Letters.

   

  Recall Letters Print Instructions Window Example:

  

   

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

   

  Patient Recall Letters Print Instructions Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Credit Messages	To include the patient credit messages in the XML letter stream, click to select this box. To omit the patient credit messages in the XML letter stream, de-select this box.
  Appointments	To include the patient appointments in the XML letter stream, click to select this box. To omit the patient appointments in the XML letter stream, de-select this box.
  Copies	To specify the number of copies of each letter to print, enter the number. (2.0 numeric)
  	To begin printing to the Windows® default printer, click Print or press [ENTER]. Keyboard shortcut:  [ALT + p] Note:  Generally to print XML letters you will select an interface printer.
  	To run the routine and print to the Print View window, click here.
  	To escape from the print routine, click Cancel. Keyboard shortcut:  [ALT + c]
  Select Job Step Note:  The Select Job Step allows you to select the letter to print during this print job.
  	After selecting the interface printer, a similar Select Job dialog window displays:
  Job Name	To specify the letter to print, click to select the appropriate Job Name. Note:  For more information on setting up the letters, contact NDS Technical Support.

   

• Report Sample(s), click More.

   

  To see an example of the report, click Patient Recall Letters Print Sample.