You must first create a Health Maintenance Letter in Document Designer before you can print a Health Maintenance Report. To learn more about Document Designer, see the following link: Document Designer. There is an existing design that can be used for generic Health Maintenance items, which can be found by searching the available designs for "Health Maintenance".

Once the report has been created, go to Tools > Generate HM Report.

In the Rules to find field, click the All Rules list item, or click the Browse button to select one or more Rules or Rule Sets. A list of patients with selected rule(s) will display.

In the Due on or before field, click the down-arrow, then click on the date you are wishing to search for rules due by. Click Print.

To print a letter  to the patient, press the Report button, and click the Health Maintenance list item in the Select Document Design list. Press the OK button.

You will be prompted to Save a Copy of Document to Correspondence Out  for each patient  listed. Fill in the appropriate fields, and click the Create button. This will save a copy of the letter in the Correspondence Out section of each selected patient's chart.

To print a list of the patients with Health Maintenance issues to be addressed, press the List button and when the Print Preview dialog opens, click the Print button.