Printing Recall Correspondences

Print recall correspondence using 8½” × 11” paper stock o office letterhead, or postcard stock with four cards on 8½” × 11” sheets.

1. Click Tasks on the main window toolbar, select Correspondence [MU], and then select Recall [MU].

   The Process Recalls window opens.

   • Click History to view the recall correspondence printing history.
   • Click Printer Setup to set up the printer or select a printer other than the default OfficeMate printer. For more information on setting up the printer, see Setting Up the Printer.
2. Select a location for which you want to print recall correspondences from the Location drop-down menu.
3. Select a communication preference for the recall correspondences from the Communication Preference drop-down menu. To select communication preferences for patients, see Recording Patient Information.
4. Type or select dates in the Selection RangeFrom and To boxes and click Start Selection to find patients in the selected date range to whom you can send recall correspondences.

   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 (if you are filtering patients by last name) or number (if you are filtering patients by ZIP code) in the Starting Last Name or Starting Zip Code text box to print recall correspondence for patients meeting your selection criteria. For example, if you type “G” in the Starting Last Name text box, OfficeMate will print recall correspondences for patients with last names that begin with G–Z.

   A list of patients meeting your selection criteria is displayed.

5. 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.

6. Select the Last Name or ZIP Code Order Letters/Postcards By radio button to sort the recall correspondences that you are printing by last name or ZIP code.
7. Click Print to print the recall correspondences.

   The Report Printer Selection window opens. Click one of the following buttons:

   • Print to print the recall correspondences for the selected patients.
   • Skip to skip the current print selection and see the next print selection.
   • Test Print to print a sample recall correspondence.
   • Printer Setup to set up the printer. For more information on setting up the printer, see Setting Up the Printer.
   • Options (for postcards) to select a printing method.
8. Click OK in the Job Completed window.

   The Correspondence Printing Window opens.

9. Click Yes in the Correspondence Printing Warning window if you are finished printing this group of recall correspondence and you want to update the patient demographic information and recall history.

Print lists using 8½” × 11” paper stock.

1. Click Tasks on the main window toolbar, select Correspondence [MU], and then select Recall [MU].

   The Process Recalls window opens.

   • Click History to view the recall correspondence printing history.
   • Click Printer Setup to set up the printer or select a printer other than the default OfficeMate printer. For more information on setting up the printer, see Setting Up the Printer.
2. Select a location for which you want to print a recall list from the Location drop-down menu.
3. Select a communication preference for the recall list from the Communication Preference drop-down menu. To select communication preferences for patients, see Recording Patient Information.
4. Type or select dates in the Selection RangeFrom and To boxes and click Start Selection to find patients in the selected date range to include in the recall list.

   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 (if you are filtering patients by last name) or number (if you are filtering patients by ZIP code) in the Starting Last Name or Starting Zip Code text box to include patients meeting your selection criteria. For example, if you type “G” in the Starting Last Name text box, OfficeMate will include patients with last names that begin with G–Z.

   A list of patients meeting your selection criteria is displayed.

5. 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.

6. Select the Print Listing check box and select the Last Name or ZIP Code Order Labels and Listings By radio button to sort the recall list that you are printing by last name or ZIP code.
7. Select the Do Not Print Letters/Postcards check box.
8. Click Print to print the recall list.

   The Report Printer Selection window opens. Click one of the following buttons:

   • Print to print the recall list for the selected patients.
   • Skip to skip the current print selection and see the next print selection.
   • Test Print to print a sample recall list.
   • Printer Setup to set up the printer. For more information on setting up the printer, see Setting Up the Printer.

   The Correspondence Printing Window opens.

9. Click Yes in the Correspondence Printing Warning window if you are finished printing this recall list and you want to update the patient demographic information and recall history.

Print labels using Avery 5260 compatible white rectangular labels.

You cannot use the DYMO LabelWriter 450 or 550 to print recall labels.

1. Click Tasks on the main window toolbar, select Correspondence [MU], and then select Recall [MU].

   The Process Recalls window opens.

   • Click History to view the recall correspondence printing history.
   • Click Printer Setup to set up the printer or select a printer other than the default OfficeMate printer. For more information on setting up the printer, see Setting Up the Printer.
2. Select a location for which you want to print recall labels from the Location drop-down menu.
3. Select a communication preference for the recall labels from the Communication Preference drop-down menu. To select communication preferences for patients, see Recording Patient Information.
4. Type or select dates in the Selection RangeFrom and To boxes and click Start Selection to find patients in the selected date range for whom you can print recall labels.

   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 (if you are filtering patients by last name) or number (if you are filtering patients by ZIP code) in the Starting Last Name or Starting Zip Code text box to print recall labels for patients meeting your selection criteria. For example, if you type “G” in the Starting Last Name text box, OfficeMate will print recall labels for patients with last names that begin with G–Z.

   A list of patients meeting your selection criteria is displayed.

5. 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.

6. Select the Print Labels check box and select the Last Name or ZIP Code Order Labels and Listings By radio button to sort the recall labels that you are printing by last name or ZIP code.
7. Select the Do Not Print Letters/Postcards check box.
8. Click Print to print the recall labels.

   The Report Printer Selection window opens. Click one of the following buttons:

   • Print to print the recall labels for the selected patients.
   • Skip to skip the current print selection and see the next print selection.
   • Test Print to print a sample recall label.
   • Printer Setup to set up the printer. For more information on setting up the printer, see Setting Up the Printer.

   The Correspondence Printing Window opens.

9. Click Yes in the Correspondence Printing Warning window if you are finished printing this group of recall labels and you want to update the patient demographic information and recall history.