Printing Multiple Letters from Appointment Lookup

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 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 Confirmation window

From the Appointment Book, select the resource, date and time slot for the new appointment. Do one of the following: From the appointment toolbar, select the Add Appt button. Right-select on the time slot and select New from the menu. Double-click on the time slot. The Add Appointment window opens. Complete all fields required to complete the new appointment. To save the appointment, Enter OK. Note: The Appointment Confirmation window opens only once, and only if the Show appointment confirmation after scheduling appointment check box is selected in Scheduling User Preferences > General tab. The Appointment Confirmation window opens. Select Print, and then select Appt Reminder from the menu. The Demand Appointment Reminder Letter preview window displays the letter for the appointment. To print the letter, select the Print Dialog button or the Quick Print button on the letter preview toolbar. Note: You can also fax the letter by selecting from the letter preview toolbar. To close the wi

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

Help Guide for NextGen® Enterprise PM 8

Appointment Reminder window options

Button Description Clear Select to clear the Search Criteria entered. Find Select to display a listing of patient appointments matching the Search Criteria entered that have qualified for an appointment reminder letter. Update Dates Select after printing or exporting appointment reminder letters to update each patient's chart with a letter date and time. Export Select to export the selected appointment reminder letters to an ASCII formatted file that will be sent to a third-party vendor for processing (printing and mailing). Preview Select to preview the selected appointment reminder letters on the screen prior to printing/exporting them. Print Select to print the selected appointment reminder letters to paper. Reset Select to reset the print date so a batch of appointment reminder letters from a specific date can be reprinted. Close Select to close the Appointment Reminders window. Parent topic: Print or Export Batch Appointment Reminder Letters

Help Guide for NextGen® Enterprise PM 8

Print Fee Tickets from Appointment Lookup

Fee Tickets can be printed for one or more patient appointments from the Appointment Lookup window. From the main toolbar, select the Appt List button. The Appointment Lookup window opens. Enter Search Criteria as needed to locate the desired patient appointments. Select Find. All appointments that match the search criteria entered are listed in the Appointment List section at the bottom of the window. From the Appointment List, select all appointments for which a fee ticket is to be printed. Right-click and select Print, and then Fee Ticket. If a fee ticket has already been printed for one or more of the selected appointments, the following prompt displays: A fee ticket already exists for [Patient Name] on [mm/dd/yyyy]. Do you want to reprint the appointment's fee ticket? Select one of the following buttons: Yes All: Select this button to reprint a fee ticket for the patient appointment displayed and for all other appointments in the list that had a previously printed fee ticket witho

Printing Multiple Letters from Appointment Lookup

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Printing from Appointment Lookup window

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Printing from Appointment Lookup window

Printing from Appointment Book

Printing from Appointment Confirmation window

Print an Individual Appointment Reminder Letter

Appointment Reminder window options

Print Fee Tickets from Appointment Lookup