Selecting Letters to Send to a Patient

Follow the instructions below to select welcome, thank you, birthday, and appointment letters to send to a patient.

Before you select letters to send to a patient, ensure that you have set up your patient letter preferences. To set up your preferences, see To set up patient preferences.

  1. Click Letters on the Patient Demographic window.

    The Letters window opens.

  2. Select letters from the Patient Welcome/Thank You, Referral Thank You, Birthday, and Appointments Letter drop-down menus.
  3. Click OK.