Recall Letter Report Specifications

  1. Print all Recall Letters within a recall date range by leaving the default blank and asterisk fields unchanged. The date and time of any existing appointment can be shown by choosing Yes on the Show Appointment field. By default the current Section ID for the patient will be carried over; click on the field and replace with the asterisk.
  2. Generate a Recall Letter for specific companies and/or departments by choosing the Company ID from the list or choose the current company on the data screen. You can have more than one company on the Company ID field. In the Search -Companies list, use the Add Value button to create the company list then click Okay.
  3. You can leave the Additional Recall Form IDs blank. However, sometimes you may want to merge the text of two or more F3 Forms onto one letter. In this case, specify the Form ID(s) on the Additional Recall Form IDs, in the order in which you want them to print. Click on the field, then the drop-down button and choose Select from List to access the list of Form IDs. Click on the Form IDs one at a time and press Add Value until you have all the desired recall text. Click on Okay to auto-fill the Additional Recall Form ID field.
  4. Typically you will want the letter to show any recalls that exist, no matter what the purpose. If you want only specific services included in the report (just the Audiology recalls, for example), choose the Task ID you want from the Task Prototype list then click Okay or use the Add Value button if you want the recalls for more than one task.
  5. Specify the page header of the report and the recall location if needed.