SEND AUTOMATED LETTERS TO PATIENTS

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1 Choose Letters under the Administration sub-menu. This will create the Letters menu in the menu bar.

2 Under the Letters menu, choose Patient Letters.

This will open the Print Letter window.

Note that the list of patients in the right hand side of the window (Filtered Patients) is the list of patients to whom letters will be sent. If this list already contains the patients that you wish to send letters to, skip to step 7.

3 If the Filtered Patients list is not empty, click on the Clear button in the middle of the window. This will clear the Filtered Patients list.

4 Now, click on the Filter button. This will open up an options dialog.

5 Set the attributes in this dialog to match those of the patients you wish to send letters to.

For example, if you wish to send letters to only emergency patients, set the option in this dialog to Emergency.

6 Click OK in the dialog to build a list of patients to send letters to. The list will appear under Filtered Patients.

7 Select the letter template to send under the Letters field.

8 Choose the output method under Output. To print the letters, select Printer.

9 Click Print in the middle of the screen.

SEND AUTOMATED LETTERS TO COLLEAGUES

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1 Choose Letters under the Administration sub-menu. This will create the Letters menu in the menu bar.

2 Under the Letters menu, choose Professional Letters.

This will open the Print Letter window. Under the Dentists field, a list of dentists appears. The program will print a letter addressed to each dentist listed.

3 Select the letter template to send under the Letters field.

4 Choose the output method under Output. To print the letters, select Printer.

5 Click Print in the middle of the screen.

CREATE A LETTER TEMPLATE

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1 Choose Letters under the Administration sub-menu. This will create the Letters menu in the menu bar.

2 Under the Letters menu, choose Letter Template.

This opens up the Letter Template entry window.

3 Click in the toolbar.

4 Enter the title of the letter in the Title field.

5 Set the font, size, style and margins in the Parameters field.

6 Type the message in the Body field. This text will appear in every letter sent with this template.

Note that it is not necessary to include a date or salutations. This is done automatically when letter template are set to print.

7 Click in the toolbar to save your changes.

EDIT A LETTER TEMPLATE

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1 Choose Letters under the Administration sub-menu. This will create the Letters menu in the menu bar.

2 Under the Letters menu, choose Letter Template.

This opens up the Letter Template entry window.

3 Use the Previous and Next arrows to scroll to the letter that you wish to edit.

4 Click in the toolbar.

5 Modify the letter as required.

6 Click to save your changes.

EXPORT PATIENT INFORMATION TO A FILE

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1 Choose Letters under the Administration sub-menu. This will create the Letters menu in the menu bar.

2 Under the Letters menu, choose Export/Labels.

This opens the Export Patient Information window.

Note that the list of patients in the right hand side of the window is the list of patients whose records will be exported. If this list already contains the patients that you wish to export, skip to step 8.

3 If you wish to export all patient records, check the All Patients box in the Format section and skip to step 8.

4 If the list is not empty, click on the Clear button in the middle of the window. This will clear the aforementioned list.

5 Now, click on the Filter button. This will open up an options dialog.

6 Set the attributes in this dialog to match those of the patients you wish to export.

For example, if you wish to send letters to only emergency patients, set the option in this dialog to Emergency.

7 Click OK in the dialog to build a list of patients to export. The list will appear on the right hand portion of the window.

8 Choose the file format to export to in Format.

9 Click on the Export button in the bottom right portion of the window.

10 Name the exported file in the resulting file dialog and hit OK to export.

PRINT MAILING LABELS OF PATIENT NAMES

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1 Choose Letters under the Administration sub-menu. This will create the Letters menu in the menu bar.

2 Under the Letters menu, choose Export/Labels.

This opens the Export Patient Information window.

Note that the list of patients in the right hand side of the window is the list of patients whose labels will be printed. If this list already contains the patients required, skip to step 9.

3 If you wish print labels for all patients, check the All Patients box in the Format section and skip to step 9.

4 If the list is not empty, click on the Clear button in the middle of the window. This will clear the aforementioned list.

5 Now, click on the Filter button. This will open up an options dialog.

6 Set the attributes in this dialog to match those of the patients you require.

For example, if you wish to send letters to only emergency patients, set the option in this dialog to Emergency.

7 Click OK in the dialog to build a list of patients. The list will appear on the right hand portion of the window.

8 Click Label. This will present a list of labels.

9 Choose the label style from this list and hit Print to print.