Setting Up Practice Preferences

Setting Up Letters and Label Information

Use the Letters & Labels tab  to enter or change default settings for labels, appointment cards, and letters.

1. Select Tables > Practice > Practice Preferences. The Practice Data Entry window is displayed.

2. Select the Letters & Labels tab.

Patient Label Settings

1. Enter the number of blank labels to eject from your label printer after printing.

2. In the Merge to field, select Document\Preview to preview the labels before printing, or Printer if you are using custom labels and you want the labels sent directly to the printer.

3. Select Custom Chart Labels to use customized labels. The Label Template field is activated. Type the first few letters of the name of the template and click to select the template from a list, or click and then click Display All to search for a template.

Referral Label Settings

1. Enter the number of blank labels to eject from your label printer after printing.

2. In the Merge to field, select Document\Preview to preview the labels before printing, or Printer if you are using custom labels and you want the labels sent directly to the printer.

3. Select Custom Template to use customized labels. The Label Template field is activated. Type the first few letters of the name of the template and click to select the template from a list, or click and then click Display All to search for a template.

Appointment Card

1. For the Merge to: setting, select Document\Preview to preview the appointment cards before printing, if you use a Microsoft Word template for appointment cards, or select Printer to send the cards to the printer.

2. Beside the Template field, click to select the template from a list, or click and then click Display All to search for a template.

Letters

Use the Procedure Sort Order field to select the order to print procedures in letters that merge posted procedures.