Creating Recall Letters

From the Compose Letter window, you can perform the following actions:

  1. Add a new template.
  2. Select an existing template.
  3. Insert defined fields.
  4. Switch between Design and HTML view.
  5. Preview and save the letter.
For multitenant environments, the following setup must be completed for each company. The parent company setup is not automatically applied to individual companies.

To create a recall letter

  1. In AcuityLogic Admin, click Company and select Recall Setup.
  2. Click the Compose Letter link for your company.

    The Compose Letter window opens.

  3. To open a preexisting template, drill down to the template by clicking the plus signs (+) next to the categories you want to expand in the Templates area, and then select a template.

    The selected template is displayed in the Template Configuration area.

    AcuityLogic includes a read-only Mailing Label template for recall mailing labels. You cannot create custom templates for recall mailing labels.
  4. Type or select information in the Template Name, Print Formats, and Template Category fields.
  5. Type the recall letter in the word processing area.
  6. To insert a field into the letter, drill down to the field by clicking the plus signs (+) next to the categories you want to expand in the Merge Fields area, and then double-click a field or drag and drop it into the word processing area.

    The selected field is inserted in the letter.

    A field in a letter is autopopulated with the appropriate patient, insurance, subscriber, or office information when you run a recall.
  7. To switch between the design and HTML views, click Design or HTML.
  8. To preview the PDF version of the letter, click PDF Preview.
  9. To save a template, click Save.

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