Using the Word Processing Module > Setting Up Letters

Assigning Letters

There are two ways to post letters automatically:

• You can set up your procedure codes to post letters automatically to a patient account when procedures are posted.

• You can 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

• Patient Referrals

• ePatient

• No-Show

To assign letters to specific functions and conditions:

1. Click the Word Processing button on 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 to select the letter.

5. Use the buttons on the side of the window to make changes to the letters you assign:

6. Select Letter

7. Add New Letter

8. Change Letter

9. Remove Letter

6. Click Close.

Related Topics

Toolbar Buttons

Using Merge Fields, Addressee Types, and Salutation Types

Adding New Letters

Changing Letters

Skill Sharpeners