Operation Manual

Printing/E-mailing/Faxing Letters for Groups of Patients
The Print/E - mail/Fax Letters Wizard enables you generate a single letter for each individual patient within a
selected group.
Follow these steps:
1. Click Advanced Reports and Letters on the Main Menu window.
2. Click Print/E - mail/Fax Letters in the Advanced Reports and Letters menu window to open the Print/E -
mail/Fax Letters – Select Patient screen.
3. Click the Select from drop - down arrow and select Groups from the list.
4. Add one or more groups to the list on the right and click NEXT .
Note: If you want to include individual patients in the list on the right, click the Select from drop - down
arrow and select Patients. Add one or more patients to the list on the right.
5. From the Print/E - mail/Fax Letters – Select Letter screen, add one or more letter templates to the Letter List
on the right, and click NEXT .
Note: A template is a user - designed document that is automatically filled in with selected group information.
Note: Select a letter and click Preview to see an example of this letter.
6. From the Print/E - mail/Fax Letters – Select Output screen, choose to print, e - mail and/or fax the letters. You
may also select the output language and/or save as PDF(s). Click FINISH to generate your letters.
Note: The only languages available are those that were chosen at install.
Advanced Reporting ( v1.1 )
Printing/E - mailing/Faxing Letters for Groups of Patients
Version: 1.0
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