Print an Individual Recall Letter

Help Guide for NextGen® Enterprise PM 8

Print or Export Batch Recall Letters

Patients with recalls qualify for letters based on their expected Return Date and the Send 1st/2nd/3rd Letter n Days Prior setting for their Recall Plan in File Maintenance. For example, if a patient’s expected return date is 06/01/2016 and the recall plan is set up to generate the first letter 45 day prior, the patient qualifies and is added to a letter queue on 04/17/2016. Other patients may qualify and be added to the letter queue on a daily basis. Because of this, recall letters should be monitored and printed/exported regularly. The number of recall 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 Recall Letters. The Recall Letters window opens. In the Recall Plan field, select the recall plans for which letters are to be printed/exported. Or leave blank to include all recall plans. In the Location field, select the locations for which letters are to be pri

Help Guide for NextGen® Enterprise PM 8

Recall Letters

Recall letters are the mechanism used in NextGen® Enterprise PM to remind patients with an active recall plan that they are due to return to the practice for a particular type of appointment. The frequency of letters 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 recalls in the Recall Plans master file. You can print a single recall 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: Recall 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® Enterprise PM . Print an Individual Recall Letter Print or Export Batch Recall Letters Exportin

Help Guide for NextGen® Enterprise PM 8

Patient Recall Window

Access the Patient Recall window. Select the recall plan for which a letter is to be printed. Do one of the following: Select the Open Menu button and select Print. Right-click and select Print. Select the Letters button and select Print. Note: The availability of the 1st Letter, 2nd Letter, 3rd Letter and Mailing Labels options from the Print menu is dependent on the Recall Letters settings for the recall plan in File Maintenance. For example, if only the 1st Letter and Mailing Labels options are selected in File Maintenance, then the 2nd Letter and 3rd Letter menu options are unavailable when a demand is printed for the recall plan. From the Print menu, select one of the following: 1st Letter 2nd Letter 3rd Letter Mailing Labels The Letter Preview window opens. To print the letter, select the Print Dialog button or the Quick Print button on the letter preview toolbar. To close the Letter Preview window, select the Close Preview button on the letter preview toolbar. The following prom

Help Guide for NextGen® Enterprise PM 8

Appointment Book

From the Appointment Book, select the patient’s appointment. Right-click and select Recall. The Patient Recall window displays existing recalls for the patient. Parent topic: Print an Individual Recall Letter

Help Guide for NextGen® Enterprise PM 8

Appointment Lookup Window

From the main toolbar, select the ApptList button. The Appointment Lookup window opens. Enter the appropriate Search Criteria to locate an appointment for the patient. Select Find. In the Appointment List section, select the patient’s appointment. Right-click and select Recall. The Patient Recall window displays existing recalls for the patient. Parent topic: Print an Individual Recall Letter

Help Guide for NextGen® Enterprise PM 8

Print an Individual Appointment Reminder Letter

An individual Appointment Reminder Letter can be printed on demand for a patient from the following areas in NextGen® Enterprise PM: Appointment Confirmation Window Appointment Book Appointment Lookup Window Printing from Appointment Book Printing from Appointment Confirmation window Printing from Appointment Lookup window Printing Multiple Letters from Appointment Lookup Parent topic: Appointment Reminder Letters

Print an Individual Recall Letter

Recommendations

Print or Export Batch Recall Letters

Recall Letters

Patient Recall Window

Appointment Book

Appointment Lookup Window

Print an Individual Appointment Reminder Letter