Reset Print Dates for Batch 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

Reset Print Dates for Batch Appointment Reminder Letters

When a batch of appointment reminder letters is printed or exported and the Update Dates button is selected, each patient's chart is updated with the date/time the letter was generated. At that point, all appointments in the batch no longer qualify for a letter. There may be situations where a batch of appointment reminder letters needs to be reprinted. For example, a batch was printed in error, there was a printer or paper problem, or there was an issue with the export file. If it is necessary to reprint a batch of letters, the print date must be reset, or cleared, so the appointments in the original batch will again qualify for a letter. From the File menu, select Print Forms, then Letters, and then Appt Reminders. The Appointment Reminders window opens. Select the Reset button. Note: The user must have access rights to Reset Print Dates in System Administrator. Otherwise the Reset button is grayed out and unavailable. The Reset Print Dates window opens. Select the Date the appointme

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

Reset Print Dates for Batch Recall Letters

When a batch of recall letters is printed or exported and the Update Dates button is selected, each patient’s recall plan is updated with a 1st Mailing Date, 2nd Mailing Date or 3rd Mailing Date. At that point, all recall plans in the batch no longer qualify for a letter. There may be situations where a batch of recall letters needs to be reprinted. For example, a batch was printed in error, there was a printer or paper problem, or there was an issue with the export file. If it is necessary to reprint a batch of letters, the print date must be reset, or cleared, so the recall plans in the original batch will again qualify for a letter. From the File menu, select Print Forms, then Letters, and then Recall Letters. The Recall Letters window opens. Select the Reset button. Note: The user must have access rights to Reset Print Dates in System Administrator. Otherwise the Reset button is grayed out and unavailable. The Reset Print Dates window opens. Select the Date the recall letters were

Help Guide for NextGen® Enterprise PM 8

Reset Print Dates for Batch Recall Letters

When a batch of recall letters is printed or exported and the Update Dates button is selected, each patient’s recall plan is updated with a 1st Mailing Date, 2nd Mailing Date or 3rd Mailing Date. At that point, all recall plans in the batch no longer qualify for a letter. There may be situations where a batch of recall letters needs to be reprinted. For example, a batch was printed in error, there was a printer or paper problem, or there was an issue with the export file. If it is necessary to reprint a batch of letters, the print date must be reset, or cleared, so the recall plans in the original batch will again qualify for a letter. From the File menu, select Print Forms, then Letters, and then Recall Letters. The Recall Letters window opens. Select the Reset button. Note: The user must have access rights to Reset Print Dates in System Administrator. Otherwise the Reset button is grayed out and unavailable. The Reset Print Dates window opens. Select the Date the recall letters were

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

Reset Print Dates for Batch Appointment Reminder Letters

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Appointment Reminder window options

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Appointment Reminder window options

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Appointment Reminder window options