Delete a Letter Type

File Maintenance Help for NextGen® Enterprise 8

Create Letters

You can create letters in NextGen® Enterprise PM using specific letter types. In File Maintenance, select Master Files > Practice > Letters. The Letters window opens. Select the letter type you want to create in the Letter Type list. Note: If you want to create a new letter based on a letter that already exists in the system, select the saved letter you want to copy. To edit the letter type, select Edit > Letter Types. The Letter Types window opens. Select the letter type, and then select OK. Right-click and select New. The Edit Appointment Reminder Letter window opens. Note: The text editor has features common to other text editor applications that you might have used before. Use the following methods to design the letter: Enter free text at the current cursor location. Right-click and then select the field you want to insert. Note: On Microsoft Windows Vista ® or higher, when you right-click the letter to open the shortcut menu to add fields, the toolbar hides. The toolbar reappears

Help Guide for NextGen® Enterprise PM 8

Set Up the Letters Master File

Access File Maintenance. Select Master Files > Practice and then Letters. The Letters window opens. Open an existing letter or right-click and then select New. The letter editor opens. Select the Language button. The Languages window opens. Select the correspondence language for the letter type, and then select OK. Save and close the letter. The Language column in the Letters window displays the correspondence language to which the letter is associated. Parent topic: Setting Up the Letters Master File for Supported Correspondence Languages

File Maintenance Help for NextGen® Enterprise 8

Letters

Use the Letters master file to set up patient letter templates. You can use it to set up letters for budget plans, recall, and patient-specific or account-specific items. After the letters have been set up, they can be previewed, printed, and exported. Letters are discussed in detail in the Forms, Letters, and Labels chapter of the User Guide for NextGen® Enterprise PM. Create Letters Correspondence Language and Letter Type Association Indicators Tagging a Correspondence Language Associating Letter Types Delete a Letter Type Letter Export Header Parent topic: Master Files - Practice

File Maintenance Help for NextGen® Enterprise 8

Remove Letter Type Associations

You must remove the association of Letter Types to change their correspondence language. In the Correspondence Language Letter Association window, clear the check box next to the Letter Name, and then select OK. The associations are removed. Parent topic: Associating Letter Types

File Maintenance Help for NextGen® Enterprise 8

Delete Formats

You can only delete the number formats that are specified. From the Master Files - System list, select Formats. The Formats List window opens. Double-click a format in the Formats list. The Formats window opens. In the Acceptable Number Formats list, select a number format. Select Open Menu , and then select Delete. Note: You can also right-click a number format, then select Delete. Parent topic: Formats

File Maintenance Help for NextGen® Enterprise 8

Associate a Letter Type with Multiple Letter Types

You can associate a letter type with multiple letter types that are tagged to different correspondence languages for previewing and printing the letter types in different languages. Note: You must unhide the hidden letter types to associate them with other letters. Open File Maintenance. Select Master Files > Practice, and then select Letters. The Letters window opens. To associate a letter in the Default language of English to a letter in a different language, select the letter in the default language, right-click and then select Associate. The Correspondence Language Letter Association window opens and displays a list of letters available for association. Note: You can associate only the letter that is tagged to the default correspondence language (English). Select one or more letters to associate to the letter in the default language and then select OK. You can preview and print the letters in the associated foreign languages. You cannot associate a letter with other letters tagged

Delete a Letter Type

Recommendations

Create Letters

Set Up the Letters Master File

Letters

Remove Letter Type Associations

Delete Formats

Associate a Letter Type with Multiple Letter Types

Delete a Letter Type

Create Letters

Set Up the Letters Master File

Letters

Remove Letter Type Associations

Delete Formats

Associate a Letter Type with Multiple Letter Types