Using Quick Letters

Quick Letters are templates for common letters, notes, and forms you might send or give to a patient or on behalf of a patient.

The Quick Letter options available include:

Welcome Letter:Welcome Letter:Prints a patient welcome letter. See Printing a Welcome Letter for more information.
Thanks to Referring Patient:Thanks to Referring Patient:Prints a thank you letter for a patient who has referred a patient to your office. See Printing a Thanks to Referring Patient Letter for more information.
Thanks to Referring Doctor:Thanks to Referring Doctor:Prints a thank you letter to a doctor who has referred a patient to your office. See Printing a Thanks to Referring Doctor Letter for more information.
Complete Refer Work:Complete Refer Work:Prints a letter informing a referring doctor that your office has completed the specified work. See Printing a Complete Refer Work Letter for more information.
Referring Doctor Inquiry:Referring Doctor Inquiry:Prints a letter to a doctor to whom you have referred a patient. See Printing a Referring Doctor Inquiry Letter for more information.
Referral Intro Note:Referral Intro Note:Prints an introductory letter to a doctor to whom you have referred the patient. See Printing a Referral Intro Note for more information.
Excused Absence Note:Excused Absence Note:Prints a patient excused absence letter. See Printing an Excused Absence Note for more information.
Insurance Inquiry:Insurance Inquiry:Prints a patient insurance claim inquiry. See Printing an Insurance Inquiry Letter for more information.
New Patient Info Form:New Patient Info Form:Prints the New Patient Information form. See Printing a New Patient Info Form for more information.
Update Patient Info Form:Update Patient Info Form:Prints the Current Patient Update form. See Printing An Update Patient Info Form for more information.
Insurance Retreatment:Insurance Retreatment:Prints a patient Insurance Retreatment letter. See Printing an Insurance Retreatment Letter for more information.
Medical History:Medical History:Prints the Confidential Medical - Dental History form. See Printing a Medical History Form for more information.
Delinquency Notice:Delinquency Notice:Prints a statement of delinquency for the patient. See Printing a Delinquency Notice for more information.

To open a Quick Letter for an existing patient:

Select an option:
From the List menu:From the List menu:Select Patient. The Patient List window is displayed. Double-click the patient.
In the Power Bar:In the Power Bar:Select Patient List Window. The Patient List window is displayed. Double-click the patient.
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.
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.
In the patient chart:In the patient chart:Hover over the patient name on the patient banner and click the link.
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.

Select Letters and Labels > Quick Letters from the Options section of the Express bar or the Options menu. A list of quick letters is displayed.
Click on the quick letter, select the output option, and click OK, or complete the information.