Knowledgebase: Letters
How do I pull a list of patient recalls by their diagnosis?
Posted by on 16 Sep 2014 07:58 PM

1. Go to File > Letters

2. Select a "Patient" Type letter from the Letter tab and click on Search tab 

Note: By default the Patient Search will come up when you initially open the Letters module

3. Click the Extended Search button

4. Select Problem tab and click on the Add button on the bottom right.

5. Select the ICD code from the ICD Code drop-down field or by clicking the ellipsis. 

6. Repeat Step 4-5 to add more diagnosis codes to the search criteria.

7. Once complete click on the OK button. 

Note: The Extended Search button text will become bold to signify a criteria has been set. 

8. Enter in your recall date range and click on the Search button.

9. Results will be displayed at the bottom of your screen. 

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