Follow the procedure below to create a new form letter from scratch.
waffle and choose whether to add a Patient, Account, or Referral form letter.
Select a Blank Line and Name Your Letter
Press Page Down or the down arrow key to move to the first blank line in the list of letters. Press Enter and type a name for your new form letter. Choose a descriptive, unique name that indicates the content of the letter.
Fill Out the “Print Command” Field
Copy the print command from one of your other form letters. If you need help choosing a print command, contact PCC support at 1-800-722-1082.
Optionally, Press F7 and/or F8
Press F7 – Stock Letter and/or F8 – Append Choices to automatically enter some text into your new letter. F7 will add your practice’s address and a salutation to the new letter. F8 will add some basic Partner variables to your letter. If you press either button, you can later delete the appended text if you decide you don’t want to use it.
F4 – Edit Letter
You will see an empty text box in which you can type your new letter. If you chose to automatically enter “Stock Letter” or “Append Choices” text, you will see that information and can revise it and add your own material.
In the sample letter above, notice the letter text as well as the Partner field variables. The variables are surrounded by greater than (>) and less than (<) symbols. The variable content will be replaced with real information when the letter is generated from
notjane or some other Partner program. Read the Variables section below to learn more.
Press F1 – Save & Quit when you are finished writing your form letter. If you are working on a long, complex form letter, you may want to press F1 periodically to return to the Letter Selection screen and save your progress.