View an Archived Appointment Reminder Letter

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

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

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 Once a letter has been archived, the image can be viewed, but it cannot be reprinted or deleted.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

View an Archived Recall Letter from the Patient Chart

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 Recalls folder. The section on the right displays the Date/Time, Creator, Letter Name, and Description for each recall letter that has been archived. Double-click to open the desired letter. Note: Archived letters cannot be reprinted. Therefore, the Print Dialog and Quick Print buttons are not available on the letter preview toolbar. The Letter Preview window opens. When finished viewing, select the Close Preview button on the letter preview toolbar. Parent topic: Archiving Recall Letters

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

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

View an Archived Appointment Reminder Letter

Recommendations

Create an Archived Appointment Reminder Letter

Setup for Archived Appointment Reminder Letters

Archiving Appointment Reminder Letters

View an Archived Recall Letter from the Patient Chart

View an Archived Recall Letter from the Patient Recall Window

Appointment Reminder window options

Create an Archived Appointment Reminder Letter

Setup for Archived Appointment Reminder Letters

Archiving Appointment Reminder Letters

View an Archived Recall Letter from the Patient Chart

View an Archived Recall Letter from the Patient Recall Window

Appointment Reminder window options