Send Form Letter

The Send Form Letter option allows you to generate a letter for a patient either immediately or in the next Closeout. From the Ledger, the Send Form Letter option may be selected from the Charge/Payment, Activity, or Billing Views by either right-clicking to invoke the pop-up menu, or selecting the Options button at the bottom of the screen.   The Send Form Letter option will be available if the currently selected row in the Charge/Payment or Activity View is a Visit or a Charge, or if the current view is the Billing View.

After selecting the Send Form Letter option, the Submit Form Letter window is displayed.  Select the Form Letter you wish to send, and whether the processing should Create the Document Now, or Create the Document in the Closeout.

If you select Create Document Now, the letter will be created and displayed on the screen immediately in the Word Processor.  You may then proceed to print the letter.  If you select Create Document in Closeout, the letter will be created during the next Closeout process.  You will see a Mail Merge task and a Document Listing in the Closeout reports.  The Mail Merge task contains the letters that have been requested that need to be printed.  The Document Listing is a report showing all the different letters and the accounts getting each letter.

After the letter has been generated (which may be after the next Closeout is run) the Activity view of the ledger will display the date the letter was generated, the name of the letter,  the user who requested it,  and the addressee (which could be the account holder, patient, insurance plan, etc).   The View Form Letter option can now be used to view the letter.