Contacting patients using Quick Letters

Creating letters for certain accounts can be an important part of your collections process. Using Dentrix makes the letter writing process simple by giving you access to pre-written letter templates.

To create a collection letter for a patient

1.   From the Collections Manager, select the guarantor you want to contact.

2.   From the File menu in the Collections Manager, point to Switch To, and then click  Quick Letters.

The Quick Letters dialog box appears.

 

3.   Under Select Letter, select the letter you want to merge.

If you want to add a letter to the list, see Adding a letter to Quick Letters.

4.   Click Print to merge the letter in Microsoft Word.

Once the letter has been successfully merged, you can print the document.

5.   After you have printed the letter, close it without saving changes.

6.   Minimize Microsoft Word.

7.   Repeat Steps 1 – 6 for any other guarantors you want to send letters to.

Note: After your letter has been printed, Dentrix automatically adds an entry in the Office Journal indicating that a letter has been sent to the patient.