You can create reminder cards to send to patients with upcoming appointments. The "Continuing Care -- With Appt" letter merge creates reminder cards for patients who have a continuing care appointments scheduled.
|
Why: |
To generate continuing care reminder cards |
When: |
Monthly |
To create appointment reminder cards
Open Microsoft Word®, and minimize the program so that it appears on the Windows taskbar. Also, make sure that you do not have any documents open in Word.
Access the Continuing Care Letters dialog box.
In the Select Letter list, select Continuing Care -- With Appt.
Note: This is the name of the default patient report view unless it has been changed.
Click Edit.
The Patient Report View dialog box appears.
Set up the following options:
Merge Letter Template - Enter one of the following template document names, based on the type of cards you are using:
dtxlm29.doc - If you are using 2-wide, laser cards.
dtxlm24.doc - If you are using single-wide, dot matrix cards.
dtxlm27.doc - If you are using 2-wide, dot matrix cards.
Continuing Care - Do the following:
Click
the Continuing Care search button
.
The Select Continuing Care Ranges dialog box appears.
Under Due Date and Prior Treatment Date, leave From and To blank.
Under Include, select Without Attached Appointment.
Under Continuing Care Type, select the appropriate continuing care type.
Click OK.
Appointments - Do the following:
Click the Appointments
search button .
The Select Appointment Ranges dialog box appears.
Under Search, select Existing patients with appointment in date range.
Under Appointment Date Range, type the Beginning and Ending dates of the range of appointments for which you are printing cards.
Click OK.
Click OK.
With Continuing Care -- With Appt still selected, click Create/Merge.
Select the Create Data File and Merge Letters option.
If you want an entry to be added to each patient's Office Journal record, indicating that a letter was sent to the patient, select the Add to Journal checkbox.
Note: This option is not available if the Create Data File ONLY option is selected.
Click OK.
Word becomes the active window and merges patient information into the document template to create cards for each applicable patient. If Word is not open when the merge begins, Dentrix Enterprise attempts to open it.
Notes:
At this point, Dentrix Enterprise does not have control of the merging of the data file with the document template. Any problems that occur in Word must be corrected in Microsoft Word.
If Word does not open or become the active window (you may see flashing button on the Windows taskbar), there is an error condition in the data file and/or document template. Maximize or restore Word to view the messages that describe the problems. If the issues are too significant to remedy in Word, close the document template (without saving it), fix the problem, and then restart the letter merge.
During the merge, an Abort Query progress indicator appears with a count of the number of records read and selected. If you want to stop the merge, click Abort.
When the merge is finished, you can print the cards.
Close Word.
When a message appears, asking if you want to save the changes, click No or Don't Save.
Notes:
If you click Yes or Save, the patients' names will be permanently saved in the document template, rendering the template unusable.
It is not necessary to save each card that you create.
To save a permanent copy of the cards, save it with a different name in a different location.
