Scheduling Appointments > Appointment Reports > Running Label, Postcard, and Directory Reports

Printing Tickler File Postcards

You can print postcards for patients in the tickler file that prompt them to schedule their missed, canceled, or treatment plan appointment.

Sample Postcard

To print tickler file postcards:

  1. Select Reports > Recall/Appt > Labels/Postcards/Dir > Tickler File Postcards. The Output Options window is displayed.

  2. Select from the following:

  3. To print individual postcards on a dot-matrix printer, select Printer.

  4. To print postcards on a laser printer, select Laser Postcard File.

Click OK. The Tickler Report Setup window is displayed.

  1. In the Dates section, click the drop-down arrows to select the Start and Stop dates from a calendar.

  2. In the Provider Entries section, do the following:

  3. Click the drop-down arrow to select the provider from a list, or leave 999 to report on all providers.

  4. Type an appointment length, or leave 0 to report on appointments of any length.

  1. In the Options section, deselect the appointment type checkboxes for which you do not want to print postcards.

  2. Click OK.

  3. If you selected the Printer option, the Printer Selection window is displayed. Verify the selected printer, and click OK.

OR

 

If you selected the Laser Postcard File option, select Reports > Print Laser Postcards. The Laser Postcards window is displayed, and the number of postcards to be printed is displayed in the Count column.

Select Tickler Postcards, and select Print Selected from the Options section of the Express bar or Options menu. A confirmation message is displayed. Click Yes. The Print window is displayed.

Verify the selected printer and click OK. A message is displayed, asking if the postcards should be cleared. Verify that the postcards have printed correctly, and click Yes.