An appointment reminder card displays a patient's next appointment date and time and can include a custom message.
|
Why: |
To print an appointment reminder post card |
When: |
At patient checkout, and as needed |
Note: Generating appointment reminder cards from Ledger requires the "Batch Processor, Print/Display Reports" security right (if printing the statement).
To print an appointment reminder card
With a patient selected in Ledger, do one of the following:
If you have configured the default walkout options to generate an appointment reminder card, to print or batch an appointment reminder card according to the direct print option, do the following:
Click
the Print Walkout button 
on the toolbar.
Note: If you have not configured the default walkout options, you may want to use the Walkout option on the Print menu to set up the default options.
If you have configured the default walkout options to generate a family walkout, and if applicable, do one of the following:
If the Password - Batch Processor, Print/Display Reports dialog box appears, user verification has been assigned to the "Batch Processor, Print/Display Reports" task. Do one of the following:
If your user account has been granted the "Batch Processor, Print/Display Reports" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Batch Processor, Print/Display Reports" security right, have a user with permission temporarily override this restriction so you can print the report this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Batch Processor, Print/Display Reports" security right. To have a user with permission temporarily override this restriction so you can print the report this one time, do the following:
On the message, click Yes.
In the Password - Batch Processor, Print/Display Reports dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If you have configured the default walkout options to generate a doctor's statement, and if applicable, repeat step 2.
If you have configured the default walkout options to generate an appointment reminder card, and if applicable, repeat step 2.
One of the following occurs:
The appointment reminder card (and if applicable, the family walkout and/or doctor's statement) is sent to the default printer for Office Manager.
The appointment reminder card (and if applicable, the family walkout and/or doctor's statement) is sent to the Batch Processor.
If you want to view the walkout options, or if you want to temporarily override the default walkout options, before you print or batch an appointment reminder card, do the following:
On the Print menu, click Walkout.
The Print Report dialog box appears.
Under Select Report Types, make sure that the Appointment Card check box is selected.
In
the Message box, leave the standard
message, or customize the text for the current patient this one time.
To check the spelling of the note text, click the Check
Spelling button 
(this button is available only if a certain preference
setting has been enabled).
Leave the Save as Default checkbox clear so the changes override the default options this one time without changing the saved settings.
Do one of the following:
To send the appointment reminder card (and if applicable, the family walkout and/or doctor's statement) to the default printer for Office Manager, do the following:
Click Print.
If you have configured the walkout options to generate a family walkout, and if applicable, do one of the following:
If the Password - Batch Processor, Print/Display Reports dialog box appears, user verification has been assigned to the "Batch Processor, Print/Display Reports" task. Do one of the following:
If your user account has been granted the "Batch Processor, Print/Display Reports" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Batch Processor, Print/Display Reports" security right, have a user with permission temporarily override this restriction so you can print the report this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Batch Processor, Print/Display Reports" security right. To have a user with permission temporarily override this restriction so you can print the report this one time, do the following:
On the message, click Yes.
In the Password - Batch Processor, Print/Display Reports dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If you have configured the walkout options to generate a doctor's statement, and if applicable, repeat step b.
For an appointment reminder card, if applicable, repeat step b.
To send the appointment reminder card (and if applicable, the family walkout and/or doctor's statement) to the Batch Processor, click Send to batch.
Important information this report provides
Next Appointment Date and Time - The patient's next scheduled appointment.
Custom Message - The custom message that was entered when setting up options to run this report.
