Setup for Archived Appointment Reminder Letters
To setup for archiving Appointment Reminder Letters, do the following:
Access
NextGen® Enterprise PM
.
From the
Admin
menu, select
Preferences
, and then
Enterprise
.
The
Enterprise Preferences
window opens.
Select the
General
tab.
In the
Archive Letters
field, select the
Appt Reminders
check box.
To save changes and close the window, select
OK
.
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Help Guide for NextGen® Enterprise PM 8
Create an Archived Appointment Reminder Letter
Do one of the following: Print an Individual Appointment Reminder Letter Print or Export Batch Appointment Reminder Letters After selecting the Print or Export button, the following prompt displays: Did the letter(s) print/export correctly? Do one of the following: If the letters printed or exported correctly, select Yes. An image of each appointment reminder 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 appointment reminder letter is not archived. Parent topic: Archiving Appointment Reminder Letters
Help Guide for NextGen® Enterprise PM 8
View an Archived Appointment Reminder Letter
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 Appt Reminders folder. The section on the right displays the Date/Time, Creator, Letter Name, and Description for each appointment reminder letter that has been archived. Double-click to open the desired letter. The Letter Preview window opens. Archived letters cannot be reprinted. Therefore, the Print Dialog and Quick Print buttons are not available on the letter preview toolbar. When finished viewing, select the Close Preview button on the letter preview toolbar. Parent topic: Archiving Appointment Reminder Letters
Help Guide for NextGen® Enterprise PM 8
Setup for Archived Recall Letters
To setup for archiving Recall Letters, do the following: Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select the General tab. In the Archive Letters field, select the Recall check box. To save changes and close the window, select OK. Parent topic: Archiving Recall 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
Help Guide for NextGen® Enterprise PM 8
Set Up for Archived Budget Letters
To archive budget letters, do the following: Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select the General tab. Select the Budget (all types) check box from the Archive Letters list To save changes and close the window, select OK. Parent topic: Archiving Budget Letters
Help Guide for NextGen® Enterprise PM 8
Set Up for Archived Statements
To archive statements, do the following: Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select General. In the Archive Statements field, select Statement. Select OK. Parent topic: Archiving Statements
