Home Forums Using letter writer for generating patient recalls etc

I'm not sure if this is already known by most users but it was new to me and maybe it will help someone:

I've been using the letter writer and the reports functions to generate patient recall letters at specific dates in the future. This is how:

In the demographics section, about half way down, there is a Miscellaneous info tab with misc dates field 2: type in a date there such as July 1 2014
Then, in the top right corner of same screen, enter reason for followup in the Salutation field (rarely used field): say something like followup for hypertension
Then make a template in the letter writer: insert the fields for patient name, address etc. You can also write a sentence saying: Please call our office to make an appt for (enter the field salutation here). That will populate with the reason for followup you entered earlier

Then on the 1st and 15th of ea month, run a report with one criteria: misc field 2=July 1 2014 (or July 15 2014 on the 15th)
A list of all patients for whom you put the date July 1 2014 in misc field 2 will appear.
You can then right click ea patient and generate a patient letter using the above template. As you print the letter, it gets put in the patient's chart automatically and if you format the fields right, you can put it in a windowed envelope so the patient's address shows and you don't have to print address labels.

Sorry if the above is a bit garbled but I'll be happy to clarify.

AJ, that is a good idea.Some of us do something like the first part (generating patient list based on the criteria) but the previous letter writer didn't exactly make you want to write the letter in it. The improved on with the templates will work great for this.