Setting Up Patients > Patient List and Patient Window Options

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:Prints a patient welcome letter. See Printing a Welcome Letter for more information.

• 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: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: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: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: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:Prints a patient excused absence letter. See Printing an Excused Absence Note for more information.

• Insurance Inquiry:Prints a patient insurance claim inquiry. See Printing an Insurance Inquiry Letter for more information.

• New Patient Info Form:Prints the New Patient Information form. See Printing a New Patient Info Form for more information.

• Update Patient Info Form:Prints the Current Patient Update form. See Printing An Update Patient Info Form for more information.

• Insurance Retreatment:Prints a patient Insurance Retreatment letter. See Printing an Insurance Retreatment Letter for more information.

• Medical History:Prints the Confidential Medical - Dental History form. See Printing a Medical History Form for more information.

• 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:

1. Select an option:

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

3. 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: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: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:Hover over the patient name on the patient banner and click the link.

7. 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 from the Options section of the Express bar or the Options menu. A list of quick letters is displayed.

3.  Click on the quick letter, select the output option, and click OK, or complete the information.

Related Topics

Printing a Welcome Letter

Printing a Thanks to Referring Patient Letter

Printing a Thanks to Referring Doctor Letter

Printing a Complete Refer Work Letter

Printing a Referring Doctor Inquiry Letter

Printing a Referral Intro Note

Printing an Excused Absence Note

Printing an Insurance Inquiry Letter

Printing a New Patient Info Form

Printing an Update Patient Info Form

Printing an Insurance Retreatment Letter

Printing a Medical History Form

Printing a Delinquency Notice

Patient List and Patient Window Options

Patient List and Patient Window Notations