Archiving 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 Once a letter has been archived, the image can be viewed, but it cannot be reprinted or deleted.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

Help Guide for NextGen® Enterprise PM 8

Create an Archived Recall Letter

Do one of the following: Print an Individual Recall Letter Print or Export Batch Recall Letters Do one of the following: If the letters printed or exported correctly, select Yes. An image of each recall 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 recall letter is not archived. Parent topic: Archiving Recall Letters

Help Guide for NextGen® Enterprise PM 8

View an Archived Recall Letter from the Patient Chart

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 Recalls folder. The section on the right displays the Date/Time, Creator, Letter Name, and Description for each recall letter that has been archived. Double-click to open the desired letter. Note: Archived letters cannot be reprinted. Therefore, the Print Dialog and Quick Print buttons are not available on the letter preview toolbar. The Letter Preview window opens. When finished viewing, select the Close Preview button on the letter preview toolbar. Parent topic: Archiving Recall Letters

Help Guide for NextGen® Enterprise PM 8

View an Archived Recall Letter from the Patient Recall Window

Access the Patient Recall window for the desired patient. Select the recall plan for which the letter is to be viewed, and then do one of the following: Select the Open Menu button and select View from the menu. Right-click and select View from the menu. Select the Letters button and select View from the menu. Note: The View menu is available for selection only if the Archive Letters > Recall check box is enabled in Enterprise Preferences > General. From the View menu, select one of the following: 1st Letter Sent 2nd Letter Sent 3rd Letter Sent Only letters that were previously generated and archived can be selected from the View menu. If a letter has not yet been archived, the menu option to view that letter is grayed-out and unavailable for selection. The Letter Preview window opens. When finished viewing, select the Close Preview button on the letter preview toolbar. Note: Archived letters cannot be reprinted. Therefore, the Print Dialog and Quick Print buttons are not available on

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

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

Archiving Recall Letters

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Archiving Recall Letters

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Archiving Recall Letters

Create an Archived Recall Letter

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Archiving Appointment Reminder Letters

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