Intellect™
MANAGEMENT MENU OPTIONS
Letters
Patient Letters
Thank You Letter
This option is used to print pre-formatted special occasion letters for patients with current account activity. The text of all Intellect letters may be slightly modified, or if customization is desired, contact Prime Clinical for a quote.
1. To print Patient Thank You letters in Intellect, go to Management --►Letters --►Patient Letters --►Patient Thank You Letter
The Print HOLIDAY_LETTERS print dialog box displays:
1.1 Printer Properties:
1.1.1 Printer: The default printer for the logged-in clinic and password is selected. To select a different printer, either click on the arrow, OR press the → (right arrow) on the keyboard to view the list of printer codes. In our example, the defaulted Printer is HP. This is just an example of a printer name and may or may not be set up on the system.
To select the printer type, click on the code, OR use the ↑ (up) and ↓ (down) arrows to highlight the correct code; then press the [Enter] key to select.
1.1.2 Number of Copies: This field defaults to either 0 (zero) or 1. Both print 1 copy. To print more than one copy, enter the number of copies.
1.2 Fax/Email:
In addition to printing reports, Intellect provides the capability to export reports to an Excel spreadsheet, Email, Fax, Disk, or Archive. A secondary printer may also be selected, if one is set up, by clicking on the arrow to display the drop-down list.
1.3 Select the [Cancel] button to clear the screen and return to the Intellect' main menu.
1.4 Select the [Print] button to display the Parameters box.
2. FromDate 
2.1 Type the beginning date for Intellect to search for patients with charges to include for printing.
2.2 The field is mandatory and must be completed. If left blank, an error message displays:
Press the [OK] button to return the focus to the <From Date> field.
3. Min Balance 
3.1 Type the minimum account balance for Intellect to include in printing.
3.2 This field has a default of zero thus requesting all accounts that have had charges after the <From Date>. Accept this default OR use [Delete] or [Backspace] to clear the field and enter a minimum balance.
4. OK 
4.1 Click [OK] to send the request to the printer.
4.2 Click [Cancel] to clear the screen and return the focus to the main Intellect screen without saving or printing.
SAMPLE PATIENT THANK YOU LETTER