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.

Balance Statement

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.

Checkup Reminder

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.

Encounter Form

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.

Insurance Form

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.

Back to Work

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.