Patient Billing Letters can be printed by finding patients on the Billing Query screen and then choosing to print Patient Letters.
Workflow
- Go to Billing Portal.
- Click on Billing Query
- Navigate to the second toolbar and click the down arrow next to the hammer and wrench.
- Make sure you are in the Patient View for Billing Query.
- If you were not displaying patient view click on the magnifying glass again to resort your query into patient view.
- Search for Patient.
- Click on the Magnifying Glass to search.
- Highlight the Patient or Patients that are chosen for letter merge.
- Navigate to the second tool bar and click on the down arrow next to the patient index card and click on Letters.
- Choose the appropriate billing letter.
- Click the Print button.
- The letter viewer will then open for you to fax or print letter (s).