Print or Export 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

Appointment Reminder Letters

Appointment Reminder letters are the mechanism used in NextGen® Enterprise PM to remind patients of their upcoming scheduled appointment. The type of letter generated is determined by the setup in File Maintenance. Letters are created in the Letters master file for each practice. The letters are then linked to specific Locations, Resources or Events in the Appointment Reminders master file. A Default Appt Reminder letter is selected in Practice Preferences > Appt Scheduling. You can print a single appointment reminder letter for an individual patient on demand, or you can print multiple letters in a batch for all patients that qualify for a letter. Note: Appointment reminder letters can be created in File Maintenance in multiple languages and then printed in NextGen® Enterprise PM based on the Correspondence Language selected in the patient's demographics. For more information, refer to the Letters in Languages Other than English section in the Practice Workflow User Guide for NextGen®

Help Guide for NextGen® Enterprise PM 8

Print or Export Batch Recall Letters

Patients with recalls qualify for letters based on their expected Return Date and the Send 1st/2nd/3rd Letter n Days Prior setting for their Recall Plan in File Maintenance. For example, if a patient’s expected return date is 06/01/2016 and the recall plan is set up to generate the first letter 45 day prior, the patient qualifies and is added to a letter queue on 04/17/2016. Other patients may qualify and be added to the letter queue on a daily basis. Because of this, recall letters should be monitored and printed/exported regularly. The number of recall 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 Recall Letters. The Recall Letters window opens. In the Recall Plan field, select the recall plans for which letters are to be printed/exported. Or leave blank to include all recall plans. In the Location field, select the locations for which letters are to be pri

NextGen® Background Business Processor Help 8

Appointment Reminder Job

You can create the job to download and print or export the appointment reminder letters by configuring the fields as described in the following table. Field Description Appointment Reminder Action Indicates whether you want to print or export the appointment reminder letters. Appointment Reminder Letter Name Indicates the appointment reminder letter name that you want the job to use. Future Appointment Date From/To Indicates the From and To date to set the appointment date range within which the job automatically generates appointment reminders. Appointment Resource Indicates one or more resources to apply to the job. Appointment Event Indicates one or more events to apply to the job. Appointment Location Indicates one or more Service Locations to apply to the job. Include Expired Patients? Indicates whether you want the job to include expired patients or not. Update "Last Reminder Printed" Date? Indicates whether you want the job to update the "Last Reminder Printed Date" in NextGen®

NextGen® Enterprise EHR Help

Appointments

The Appointments tab of the Workflow module provides access to the daily appointments of the patients for multiple providers in NextGen® Enterprise EHR. Appointments show for the selected date on the calendar. The calendar defaults to the current date. Hovering your mouse over a date on the calendar displays information about appointments scheduled for that day. Hovering your mouse over the Appointments button in the Demographics section enables you to view the list of the appointments for the selected patient or task. Appointment information includes the appointment time, room, patient name, subject, reason, status, provider or resource name, and wait time. You may select a specific view to view patient appointments by: Daily Multi-View Timeline Right-clicking an appointment provides the same options as the buttons displayed on the toolbar. You can either select an appointment and select the required button on the toolbar, or right-click an appointment and select a required option. Ap

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