could run a report on all patients seen during the past 1,2,3 years...use that for the mailing.
Not a big deal but it would be nice to instantly bring up a number who actually have been seen over say the three year period.
Bob, this is exactly what I am talking about. Go to the reports section of AC and run a report of all patients seen in the past 3 years. Not only will that give you the number of patients, but you can use it to create a spreadsheet of addresses, then do a "mail merge" in Excel and print all of the letters at once (instead of one-by-one). Should be far less time and labor intensive that way.
That is what you would do sometime in the next few months, while it is still your practice.
So their responsibility and, one might say, ability starts on my stop date (5 months hence).
If you have sent the above letters in the next few months, after they take over, management of charts and old records is THEIR responsibility, not yours.
I don't mean to belabor this but I suspect a number of AC users are solo practitioners and perhaps information gleaned here will help in the future.
I totally agree.
