Using the OrthoTrac Word Processing Module > Setting Up Letters

Letter Assignments

There are two ways to post letters automatically:

• Set up your procedure codes to post letters automatically to a patient account when procedures are posted. See Setting Up Procedures for more information.

• Assign letters to specific functions and conditions. When the functions are performed or when the conditions exist, the software prompts you to post the assigned letters. The software can prompt you to post letters in the following instances:

  • Add New Patient — When adding a new patient, the software prompts you to post a new patient letter.

  • Patient Referrals — When you add a patient referral to a patient account, the software prompts you to post a referral thank-you letter.

  • No-Show — After you run the No-Show report, the software prompts you to post a no-show letter to patients who did not come in for their appointment.

To assign letters to specific functions and conditions:

1. Click the Word Processing button from the main menu. The Word Processing menu is displayed.

2. Select Letter Setup. The Letter Setup window is displayed.

3. Click Assignment. The Letter Assignments window is displayed.

4. Click the option button of the function or condition to which you want to assign a letter, and use the drop-down list next to the fields to select the letter.

5. To add letters to a drop-down list, select <Include New Letter> from the list or click Select Letter to open the Include New Letter window and select the letters you want to add.

5. Use the buttons on the side of the window to make changes to the letters you assign. These buttons function the same as the buttons on the Letter Setup window.

• Select Letter

  Click Select Letter to display the Include New Letter window, which enables you to add to the lists of available letters in the Letter Assignments window. Select the letter you want to add to the drop-down list and click OK.

• Add Letter

  Click Add Letter to add a new letter. See Adding a Letter for more information.

• Change Letter

  Click Change Letter to change a letter. See Changing Letters for more information.

• Remove Letter

  Using the drop-down list, select the letter you want to remove from the Letter Assignments window and click Remove Letter.

6. Click Close.

Related Topics

Setting Up Letters

Toolbar Buttons

OrthoTrac Word Processing Module Merge Fields

Adding a Letter

Changing Letters

Deleting Letters

Restoring Letters

Exporting OrthoTrac Word Processing Letters

Importing OrthoTrac Word Processing Letters