Creating Recall Letters

This topic tells you how to create recall letters to send to your patients.

For more information, go to Maintaining Documents.

This topic describes how

  1. Click Tasks on the main window toolbar and select Maintain Documents.

    If you have the proper access, select a recall schedule and click Compose in the Customization window’s Recall tab. For more information, see Creating New Recall Schedules.

    The Maintain Documents window opens.

  2. Click Setup and select Letters or Postcards.

    The Setup Letters or Setup Postcards window opens.

  3. Click the OfficeMate Documents folder.
  4. Click the Recall folder.
  5. Click File on the CARE from OfficeMate or Maintain Documents window toolbar and select New.

    The New Text File window opens.

  6. Type a title for the new text file in the Title box.
  7. Click OK.
  8. Type the letter in the word processing window.
  9. Click File on the Maintain Documents window toolbar and select Save.
  1. Click Tasks on the main window toolbar and select Maintain Documents.

    If you have the proper access, select a recall schedule and click Compose in the Customization window’s Recall tab. For more information, see Creating New Recall Schedules.

    The Maintain Documents window opens.

  2. Click Setup and select Letters or Postcards.

    The Setup Letters or Setup Postcards window opens.

  3. Click the OfficeMate Documents folder.
  4. Click the Recall folder.
  5. Click on the name of the text file that you want to modify.
  6. Edit the text in the word processing window.
  7. Click File on the CARE from OfficeMate or Maintain Documents window toolbar and select Save.