Printing Correspondences

There are several types of correspondences available to print and send to patients:

Patients are automatically added to the default welcome/thank you letter in the Patient Demographic>Letters window. To select a default referral welcome letter or send a different welcome letter, see Recording Patient Information. To modify your default letter preferences, see To set up one-click document preferences.

If you have a default referral thank you letter selected for a patient in the Patient Demographic>Letters window, the patient is automatically added to your referrals correspondence list. To select a default referral thank you letter or send a different type of referral letter, see Recording Patient Information.

For more information on creating and printing recalls, see Recalling Patients.

You must have patients’ dates of birth recorded in their records in order to print birthday correspondences. For more information, see Printing Birthday Correspondences.

For information on scheduling appointments, see Scheduling Appointments.

Printing delinquent correspondences prints letters, labels, or lists for all open balances over 31 days.

For information on creating service agreements, see To create new service agreement renewal plans. For information on selecting service agreements for patients, see Recording Patient Information.

Follow the steps below to print and send correspondences to patients.

  1. Click Tasks on the main window toolbar, select Correspondence [MU], and select the type of correspondence you wish to send.

    The Processing window opens.

  2. Select a location from the Location drop-down menu (if available).

  3. Type or select dates in the Selection RangeFrom and To boxes and click Start Selection to find patients in the selected date range.

  4. To further narrow your selection, deselect the Select all names check box, select a filter option from the Filter By radio buttons, and type a letter in the Starting Last Name or a number in the Starting Zip Code text box.

    A list of patients meeting your selection criteria is displayed.

  5. Select a communication preference for the welcome/thank you correspondences from the Communication Preference drop-down menu. To select communication preferences for patients, see Recording Patient Information.

  6. Select or deselect patients by clicking the check box in the Print column.

    You can also click Select All to select all patients or Unselect All to deselect all patients.

  7. If you do not want to print letters or postcards, select the Do Not Print Letters/Postcards check box; if you do want to print letters or postcards, select the Last Name or ZIP Code Order Letters/Postcards By radio button to sort by last name or ZIP code.

  8. To print labels and lists in addition to the letters/postcards, select the Print Labels and Print Listing check boxes and select the Last Name or ZIP Code Order Labels and Listings By radio button to sort by last name or ZIP code.

    9. If you are printing labels or lists, the Report Printer Selection window opens. Click one of the following buttons:

    • Print to print the welcome/thank you correspondences for the selected patients.
    • Skip to skip the current print selection and see the next print selection.
    • Test Print to print a sample welcome correspondence.
    • Printer Setup to set up the printer. For more information on setting up the printer, see Setting Up the Printer.
  9. Click Print to open the Report Printer Selection Window.

  10. Click Print to print the correspondences.

    11. Additional actions to take as needed:

    • Click History to view thecorrespondence printing history.
    • Click Printer Setup if you need to set up your printer. For more information on setting up your printer, see Setting Up the Printer.
    • Click Clear All to clear all patients from the correspondence list.

    In addition to the procedure above, watch this video for more information.