Print Letter Templates from Scheduler Check-In

Print a Letter During Patient Check-In

Configure Available Letter Templates

What’s New

• A new Letter option is available in the Print dropdown on the Scheduler Check-In screen.
• Letter appears alongside the existing Superbill, Receipt, and Label options.
• Selecting Letter opens the Letter Templates window.
• Users can select from active Letter Templates previously configured in Settings.
• A Preview Letter option allows users to review the generated document before printing.
• After confirmation, the system generates the document as a PDF and opens the workstation’s standard print dialog.
• The entire workflow can be completed without leaving the Scheduler Check-In screen.
• Letter Templates cannot be created or modified through the Check-In workflow and must continue to be managed through Settings.

How It Works 

• Navigate to the Scheduler and begin the patient Check-In workflow.

• Open the Print dropdown and select Letter.
• The Letter Templates window opens with the available configured templates.

• Select the appropriate Letter Template.
• Select Preview Letter to generate and review the document using the patient’s available information.
• Confirm the document for printing.
• The system generates the letter as a PDF and opens the standard print dialog.

Impacted Areas

• Scheduler
• Appointment Scheduling
• Quick Schedule
• Referral Scheduling
• Follow-up Scheduling
• Patient Profile
• Patient Demographics

Benefits

• Reduces navigation between the Scheduler and other modules.
• Improves efficiency during patient check-in.
• Provides quick access to commonly used patient documents.
• Allows staff to verify document content before printing.
• Keeps document generation and printing within the existing Check-In workflow.