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Print a Letter to Remind Patients of Health Maintenance Items

Q: How do I print a letter to remind patients of Health Maintenance items?

1. Open Generate Health Maintenance Report

1. Open Generate Health Maintenance Report

Open the Generate Health Maintenance Report window by going to Tools > Generate HM Report.

2. Select Rule to Run Report

2. Select Rule to Run Report
  1. Click on the ... button
  2. Highlight the rule
  3. Click the Select button

3. Print the Letter

3. Print the Letter
  1. Set the Due on or before date by clicking on the drop down arrow
  2. Click the Print button
  3. Select Report from the Print Selection window

4. Select Document Design

4. Select Document Design
  1. Select a document design to print out for all the patients listed on this report
  2. Click OK

5. Add Patients to MU Compliance Tracking

5. Add Patients to MU Compliance Tracking

Click Yes to include this report in the MU compliance tracking.