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Setup for Archived Recall Letters
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
.
Help Guide for NextGen® Enterprise PM 8
View an Archived Recall Letter from the Patient Recall Window
Access the Patient Recall window for the desired patient. Select the recall plan for which the letter is to be viewed, and then do one of the following: Select the Open Menu button and select View from the menu. Right-click and select View from the menu. Select the Letters button and select View from the menu. Note: The View menu is available for selection only if the Archive Letters > Recall check box is enabled in Enterprise Preferences > General. From the View menu, select one of the following: 1st Letter Sent 2nd Letter Sent 3rd Letter Sent Only letters that were previously generated and archived can be selected from the View menu. If a letter has not yet been archived, the menu option to view that letter is grayed-out and unavailable for selection. The Letter Preview window opens. When finished viewing, select the Close Preview button on the letter preview toolbar. Note: Archived letters cannot be reprinted. Therefore, the Print Dialog and Quick Print buttons are not available on
Help Guide for NextGen® Enterprise PM 8
Create an Archived Recall Letter
Do one of the following: Print an Individual Recall Letter Print or Export Batch Recall Letters Do one of the following: If the letters printed or exported correctly, select Yes. An image of each recall 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 recall letter is not archived. Parent topic: Archiving Recall 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
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. Parent topic: Archiving Appointment Reminder Letters
Help Guide for NextGen® Enterprise PM 8
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. Parent topic: Archiving 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
