Setting Up Patients > Patient List and Patient Window Options > Using Quick Letters

Printing a Welcome Letter

You can print a welcome letter for a new patient using the Quick Letters feature.

To print a welcome letter for a patient:

1. Select an option:

2. From the List menu:From the List menu:Select Patient. The Patient List window is displayed. Double-click the patient.

3. In the Power Bar:In the Power Bar:Select Patient List Window. The Patient List window is displayed. Double-click the patient.

4. In the Account List or Account window:In the Account List or Account window:Select Patients from the Options menu of the Express bar or the Options menu. A Patient List window containing all of the patients associated with the selected account is displayed. Double-click the patient.

5. In the InOffice window:In the InOffice window:Select Patient from the Options menu of the Express bar. The Patient List window is displayed. Double-click the patient.

6. In the patient chart:In the patient chart:Hover over the patient name on the patient banner and click the link.

7. In any window:In any window:Press Ctrl + O. The Patient List window is displayed. Double-click the patient.

The patient is displayed in the Patient window.

2. Select Letters and Labels > Quick Letters > Welcome Letter from the Options section of the Express bar or the Options menu. The Output Options window is displayed.

3. Select the output type and click OK. The Welcome Letter Setup window is displayed.

4. In the Recipient Information section, select the Send Letter to Guarantor 1 checkbox to send the letter to the guarantor, or leave the box unchecked to send the letter to the patient. Click OK. The welcome letter is displayed.

5.  Click Zoom In or Zoom Out to view the letter.

6. Click Print, select a printer, and click OK.

Sample Letter

 

Related Topics

Using Quick Letters