Office Manager helps you create continuing care reminder cards to send to patients with appointments and also to patients without appointments.
To send continuing care cards for patients without appointments
1. Open Microsoft Word and minimize it.
2. In the Office Manager, click Letters & Custom Lists.
The Letters & Lists dialog box appears.
3. Click Continuing Care.
The Continuing Care Letters & Custom Lists dialog box appears.
4. Select Cont. Care Cards - No Appt from the list, and then click Edit.
The Letter or Custom List Setup dialog box appears.
5. To change the default template, click Browse, and select a new one based on the type of card you are using, and then click Open:
· dtxlm26.doc - Two-wide laser cards
· dtxlm23.doc - Single-wide dot matrix cards
· dtxlm28.doc - Two-wide dot matrix cards
6. Click the Continuing Care search button.
The Select Continuing Care Ranges dialog box appears.
7. Do the following, and then click OK:
· Due Date - Type the beginning and ending (From and To, respectively) dates for the range of dates that you want to print cards.
· Prior Treatment - Leave the From and To fields blank.
· Include - Select Without Attached Appointment.
· Continuing Care Type - Select the appropriate type from the list.
8. Click OK again.
The Letter or Custom List Setup dialog box closes.
9. Do one of the following:
· To print the cards without reviewing the patient list, click Create Letters.
· To review the patient list before printing the cards, click Open List Manager.
Note: After you print the cards, do not save changes to the file when you exit Word.