Waffle Advanced Editing
- You can use the content of Partner's databases inside your form letters. To learn how, read Using Form Letter Variables. This document is a list of all the possible variables you may use.
- Creating a basic Partner form letter is easy. Form letters consist mostly of plain text, just like this paragraph. But form letters may also contain variables that are automatically replaced with text, printer control codes that change the style or size of your font, questions that are answered when the form is actually generated, and
loglettercommands that will record information in an account's history.
- Partner has some of the same font and formatting capabilities as a word processor. Just as you can add Partner variables to your form letters that will change into account or patient information, you can add printer control codes that will change into an instruction for the printer to change font size or switch to bold or italic type-setting. You can use these codes to turn a boring form letter or crowded encounter form into a clean, readable, and professional looking document.
- Partner can keep track of which form letters were printed for a family. If you are negotiating with a family that does not pay their bills, it may be useful to know when they were sent a "90 Day Overdue" letter. The
loglettertool makes form letter tracking automatic.
- If Partner's 250+ variables do not give you everything you need for your form letter, you can set up special questions that the user will answer when they generate the form letter. For example, here are some special items you might like to include that have no Partner field:
- Whenever you make a change to a form letter, you should test it in
notjane. Below are a few errors you might encounter, a possible reason for each problem, and some possible solutions:
- If you include variables in the text of a form letter, they will be replaced with actual data from a patient or account when you generate the letter. As you write your form letter, you can choose from hundreds of variables from various PCC databases. The available fields include names, insurance company information, aged balances, status flags, and more.
- Unless otherwise specified, Partner will fill in 15 spaces for each variable in a letter. This default space works fine for items in a list, but may look strange if you use variables in the middle of a sentence.