Create Letters
You can create letters in NextGen® Enterprise PM using specific letter types.
- In File Maintenance, select Master Files > Practice > Letters.
The Letters window opens.
- Select the letter type you want to create in the Letter Type list.
Note: If you want to create a new letter based on a letter that already exists in the system, select the saved letter you want to copy.
- To edit the letter type, select Edit > Letter Types.
The Letter Types window opens.
- Select the letter type, and then select OK.
- Right-click and select New.
The Edit Appointment Reminder Letter window opens.Note: The text editor has features common to other text editor applications that you might have used before.
- Use the following methods to design the letter:
- Enter free text at the current cursor location.
- Right-click and then select the field you want to insert.
Note: On Microsoft Windows Vista ® or higher, when you right-click the letter to open the shortcut menu to add fields, the toolbar hides. The toolbar reappears after you make a selection in the shortcut menuYou can paste images in the letter template editor, such as a practice logo or an image footer. The images can be pasted on the template and dragged anywhere and can be viewed when generating the letter in NextGen® Enterprise PM. When previewing or printing the letter in NextGen® Enterprise PM, the images saved in the File Maintenance template do not follow their horizontal anchor and are always pulled to the left margin regardless of where it is saved.
- To paste the images that need to be anchored away from the left margin:
- Insert a new table (2 columns/1 row is recommended).
- Paste the desired image inside the right column.
- Slide the right cell’s column margin until the image is at the desired place.
Note: When viewing the saved template in File Maintenance, the image displays in the correct location. - Select the at the upper right of the window when you finish modifying the letter.
A message asks if you want to save the changes.
- Select OK to save the letter type.
Note: Save the letter type with an unique name.