Print Procedure Due Letters

You have the ability to automatically print recall letters for a specified procedure. The procedure needs to be configured as a flow sheet item so that the system will know when a patient is due for the procedure. (See the Flow Sheet help for information on adding items to a flow sheet.) A report can then be run a specified procedure that is due. Use the following steps to print procedure due letters from a report.

1. Click Reports > Reports... to access the Reports dialog.
    

2. Configure the applicable report options. For specific help regarding the options see Generate a Report help topic.
    

3. Check the With Procedure box. Select applicable Type of procedure (All, Image, Immunization, Lab, Test), for procedure that was configured as a flow sheet item. Next, select a Status of Due, and then select the applicable Procedure as needed.
    

4. When finished configuring the report criteria, click the Run Report button.
   
   
   
    

5. The system will then produce the results of the report and provide a Report Summary. Click the Proc. Due Letters button.
   
   
   
    

6. In the Select the Template Document dialog, browse to and highlight the Letter you want to print for the patients captured in the report, and then click the Open button.
   
   
   
    

7. Click the Yes button to send the letters directly to the printer; or, click the No button if you want to print the letters to a file.
   
   
   
    

8. If you sent the letters directly to the printer, the letters will begin printing. If you selected No in the previous step, you need to select the folder that you want the letters to be printed, and then click the OK button. The letters will then be printed to the selected location.