Archiving Appointment Reminder Letters

Help Guide for NextGen® Enterprise PM 8

Create an Archived Appointment Reminder Letter

Do one of the following: Print an Individual Appointment Reminder Letter Print or Export Batch Appointment Reminder Letters After selecting the Print or Export button, the following prompt displays: Did the letter(s) print/export correctly? Do one of the following: If the letters printed or exported correctly, select Yes. An image of each appointment reminder letter is now archived in the Patient Chart, on the Clinical History/Notes tab, in the Letters folder. If the letters did not print or export correctly, select No. An image of the appointment reminder letter is not archived. Parent topic: Archiving Appointment Reminder Letters

Help Guide for NextGen® Enterprise PM 8

Archiving Appointment Reminder Letters

Appointment reminder letters can be archived when they are printed or exported so that an image of a letter is stored and available for viewing in the Patient Chart. Once a letter has been archived, the image can be viewed, but it cannot be reprinted or deleted. Note: Appointment Reminder letters have a Reset Print Date option that can be used in the event a batch of letters needs to be reprinted or exported. If a batch is reset and then reprinted/exported, the original archived letter image is removed and no longer stored. Only the new image resulting from the reprint/export is stored and available for viewing. Setup for Archived Appointment Reminder Letters Create an Archived Appointment Reminder Letter View an Archived Appointment Reminder Letter Parent topic: Appointment Reminder Letters

Help Guide for NextGen® Enterprise PM 8

View an Archived Appointment Reminder Letter

Access the Patient Chart for the desired patient. Select the Clinical History/Notes tab. From the Topics list, expand the Letters folder, and then select on the Appt Reminders folder. The section on the right displays the Date/Time, Creator, Letter Name, and Description for each appointment reminder letter that has been archived. Double-click to open the desired letter. The Letter Preview window opens. Archived letters cannot be reprinted. Therefore, the Print Dialog and Quick Print buttons are not available on the letter preview toolbar. When finished viewing, select the Close Preview button on the letter preview toolbar. Parent topic: Archiving Appointment Reminder Letters

Help Guide for NextGen® Enterprise PM 8

Create an Archived Appointment Reminder Letter

Do one of the following: Print an Individual Appointment Reminder Letter Print or Export Batch Appointment Reminder Letters After selecting the Print or Export button, the following prompt displays: Did the letter(s) print/export correctly? Do one of the following: If the letters printed or exported correctly, select Yes. An image of each appointment reminder letter is now archived in the Patient Chart, on the Clinical History/Notes tab, in the Letters folder. If the letters did not print or export correctly, select No. An image of the appointment reminder letter is not archived. Parent topic: Archiving Appointment Reminder Letters

Help Guide for NextGen® Enterprise PM 8

Archiving Recall Letters

Recall letters can be archived when they are printed or exported so that an image of a letter is stored and available for viewing in the Patient Chart. Once a letter has been archived, the image can be viewed, but it cannot be reprinted or deleted. Note: Recall letters have a Reset Print Date option that can be used in the event a batch of letters needs to be reprinted or exported. If a batch is reset and then reprinted/exported, the original archived letter image is removed and no longer stored. Only the new image resulting from the reprint/export is stored and available for viewing. Setup for Archived Recall Letters Create an Archived Recall Letter View an Archived Recall Letter from the Patient Chart View an Archived Recall Letter from the Patient Recall Window Parent topic: Recall Letters

Help Guide for NextGen® Enterprise PM 8

Archiving Recall Letters

Recall letters can be archived when they are printed or exported so that an image of a letter is stored and available for viewing in the Patient Chart. Once a letter has been archived, the image can be viewed, but it cannot be reprinted or deleted. Note: Recall letters have a Reset Print Date option that can be used in the event a batch of letters needs to be reprinted or exported. If a batch is reset and then reprinted/exported, the original archived letter image is removed and no longer stored. Only the new image resulting from the reprint/export is stored and available for viewing. Setup for Archived Recall Letters Create an Archived Recall Letter View an Archived Recall Letter from the Patient Chart View an Archived Recall Letter from the Patient Recall Window Parent topic: Recall Letters

Archiving Appointment Reminder Letters

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