Print an Individual Appointment Reminder Letter

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 Once a letter has been archived, the image can be viewed, but it cannot be reprinted or deleted.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

Print or Export Batch Appointment Reminder Letters

Patients with appointments qualify for letters based on the Days in advance of scheduled date to print reminders setting in Practice Preferences > Appt Scheduling. For example, if a patient's appointment is scheduled for 06/01/2016 and Practice Preferences is set to 10 days, the patient qualifies and is added to a letter queue on 05/22/2016. Other patients may qualify and be added to the letter queue on a daily basis. Because of this, appointment reminder letters should be monitored and printed/exported regularly. The number of appointment reminder letters in the queue can be monitored from the Letters section on the Advisor window in NextGen® Enterprise PM. From the File menu, select Print Forms, then Letters, and then Appt Reminders. The Appointment Reminders window opens. Enter Search Criteria as follows: Include appointments n days from today: The end of the date range to be printed equals (Today's Date + "Include" days). For example, if today is the 3rd, and this option is set to

Help Guide for NextGen® Enterprise PM 8

Appointment Reminder Letters

Appointment Reminder letters are the mechanism used in NextGen® Enterprise PM to remind patients of their upcoming scheduled appointment. The type of letter generated is determined by the setup in File Maintenance. Letters are created in the Letters master file for each practice. The letters are then linked to specific Locations, Resources or Events in the Appointment Reminders master file. A Default Appt Reminder letter is selected in Practice Preferences > Appt Scheduling. You can print a single appointment reminder letter for an individual patient on demand, or you can print multiple letters in a batch for all patients that qualify for a letter. Note: Appointment reminder letters can be created in File Maintenance in multiple languages and then printed in NextGen® Enterprise PM based on the Correspondence Language selected in the patient's demographics. For more information, refer to the Letters in Languages Other than English section in the Practice Workflow User Guide for NextGen®

Help Guide for NextGen® Enterprise PM 8

Printing from Appointment Book

From the Appointment Book, select the appointment for which a letter is to be printed. Right-click and select Print, and then select Appt Reminder. The Demand Appointment Reminder Letter preview window displays the letter for the selected appointment. To print the letter, Enter the Print Dialog button or the Quick Print button on the letter preview toolbar. To close the window, Enter the Close Preview button on the letter preview toolbar. The following prompt displays: Did the letter(s) print correctly? If the letter printed correctly, Enter Yes. Parent topic: Print an Individual Appointment Reminder Letter

Help Guide for NextGen® Enterprise PM 8

Printing from Appointment Lookup window

From the main toolbar, select the ApptList button. The Appointment Lookup window opens. Enter the appropriate Search Criteria to locate the desired appointment. Select Find. In the Appointment List section, select the appointment for which a letter is to be printed. Right-click and select Print, and then select Appt Reminder. The Demand Appointment Reminder Letters preview window displays the letter for the selected appointment. To print the letter, select the Print Dialog button or the Quick Print button on the letter preview toolbar. To close the window, select the Close Preview button on the letter preview toolbar. The following prompt displays: Did the letter(s) print correctly? If the letter printed correctly, select Yes. Parent topic: Print an Individual Appointment Reminder Letter

Help Guide for NextGen® Enterprise PM 8

Printing Multiple Letters from Appointment Lookup

From the main toolbar, select the ApptList button. The Appointment Lookup window opens. Enter the appropriate Search Criteria to locate the desired appointments. Select Find. In the Appointment List section, select the appointments for which letters are to be printed. Right-click and select Print, and then select Appt Reminder. The Demand Appointment Reminder Letters preview window displays the letter for the first appointment selected. To preview and scroll through letters for other selected appointments, select the blue left/right arrow buttons on the letter preview toolbar. To print the letters, select the Print Dialog button or the Quick Print button on the letter preview toolbar. To close the window, select the Close Preview button on the letter preview toolbar. The following prompt displays: Did the letter(s) print correctly? If the letters printed correctly, select Yes. Parent topic: Print an Individual Appointment Reminder Letter

Print an Individual Appointment Reminder Letter

Recommendations

Archiving Appointment Reminder Letters

Print or Export Batch Appointment Reminder Letters

Appointment Reminder Letters

Printing from Appointment Book

Printing from Appointment Lookup window

Printing Multiple Letters from Appointment Lookup

Archiving Appointment Reminder Letters

Print or Export Batch Appointment Reminder Letters

Appointment Reminder Letters

Printing from Appointment Book

Printing from Appointment Lookup window

Printing Multiple Letters from Appointment Lookup