Individual Statements and Letters to Patients
This capability allows the user to send pre-defined
letters to an individual patient or to a referring physician. The content in these
letters can be tailored by the user.
To view and print the letters for an individual patient,
click on "Patient" option. The "Patient and Guarantor Search Page"
is displayed.
Screen 1 - Patient and Guarantor Search Page
On the above screen specify the search criteria to search the patient
from the existing list to whom a letter is to be sent. One can search
the patient using:
Then
click on [Print Individual Letters] option. A list of
patients will be displayed depending upon the search criteria given.
Screen 2 - Patient Search Result
In the above screen, click on
the link on [Last Name] to view the list of letters and reports that can
be printed for that patient. See
the following screen.
Screen 3 - Letters/Reports List
Now click on any of the letter option to print that specific letter for that
patient.
Specify the criteria which needs to be minimally satisfied
in order for a letter to be printed. Note that the Balance Payment Interval constraint
that is set during the provisioning of the Practice information does not apply here since
the mode of printing is not a batch mode. However, other constraints like whether the
patient can receive Balance Statement and whether the guarantor's insurance company allows
Balance Statement to be sent are observed.
Screen 4 - Search Criteria for Balance Statement
In the above screen, enter the following selection criteria to print the Balance
Statement:
Click on [Submit] button to generate the
letter.
[Cancel] button will take one back to the Reports Page.
When you view the letter, there are two buttons - [Print] and [Cancel].
Click the [Print] button to print the letter and send it to the patient.
[Cancel] button will take one back to the Reports Page.
Specify the criteria in order to request a patient to
come in for an appointment.
Screen 5 - Search Criteria for Checkup Reminder
In the above screen, enter the selection criteria to print the either the
Appointment Reminder or Follow up Reminder to a patient. If an Appointment
Reminder is to be sent, enter the following :-
If the patient does not have any appointments scheduled, then a physician can remind the patient to schedule an appointment for a regular checkup / follow-up visit using this letter. If a Follow up Reminder is to be sent, enter the following :-
Click on [Submit] button to view the
letter.
[Cancel] button will take back to the Reports Page.
When you view the letter, there are two buttons - [Print] and [Cancel].
Click the [Print] button to print the letter and send it to the patient.
[Cancel] button will take one back to the Reports Page.
In order to print the Encounter Form for patients who walk-in or whose appointment was scheduled a short while ago, this form is made use of.
The Encounter Form is printed on a pre-printed form. Hence, only select the patient on the Patient and Guarantor Search Page and then select this form to be printed.
Select this option to print a letter requesting the
patient to mail-in the signed insurance form.
Screen 7 - Search Criteria for Insurance Form
In the above screen, select the Letter from
the drop-down list box and click on [Submit] button to view the letter.
[Cancel] button will take one back to the Reports Page.
When you view the letter, you can see two buttons - [Print] and [Cancel].
Click the [Print] button to print the letter and send it to the patient.
[Cancel] button will take back to the Reports Page.
Select this option to generate a Disability Certificate
or Back-To-Work letter to be given to the patient.
Screen 8 - Search Criteria for Back to Work Certificate
In the above screen, enter the following selection criteria:-
Click on [Submit] button to view the
letter.
[Cancel] button will take back to the Reports Page.
When you view the letter, there are two buttons - [Print] and [Cancel].
Click the [Print] button to print the letter and send it to the patient.
[Cancel] button will take one back to the Reports Page.
Compliment Referring Physician
Select this option to compliment or thank the Referring
Physician of the patient for referral.
Screen 8 - Search Criteria for Compliment Referring Physician
In the above screen, enter the following selection criteria :-
Click on [Submit] button to view the
letter.
[Cancel] button will take back to the Reports Page.
When you view the letter, there are two buttons - [Print] and [Cancel].
Click the [Print] button to print the letter and send it to the patient.
[Cancel] button will take one back to the Reports Page.