Automated Letter Request Setup - PM
Configure the automatic update of letter requests from myAvatar Appointment Scheduling.
Avatar PM > System Maintenance > Client Maintenance
- Letter requests can be automated for appointment reminders, missed appointments, and more.
Prerequisites:
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Avatar Appointment Scheduling 1.0 or higher is required.
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Letter types must be defined for the system.
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Select whether or not to Enable Automated Letter Requests from Appointment Scheduling.
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Select the default language for the letter if none is specified in the client record.
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Select the Letter Type to Generate from the drop-down menu.
Note: Letter types are stored in a dictionary in the database. Refer to the Letter Maintenance form, or contact the system administrator. -
Enter the Number of Days Prior to the Appointment Date to Request the Letter.
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Specify the minimum number of days prior to the appointment date that a request can be filed for a letter to be generated.
Note: Appointments scheduled fewer than this number of days before the appointment date will not generate letters. -
Select the Status(es) for which to Create Letter Requests.
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Select the Status(es), if any, for which to Delete Letter Requests.
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Select whether or not to Enable Automated Letter Requests for Missed Appointments.
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Select the Language and Letter Type, as in steps 2 and 3.
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Select the Status(es) for which to Create or Delete Letter Requests, as in steps 6 and 7.
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Click Submit.