I haven't figured out how to make this work yet, so I'm hoping that someone out there has... When a patient cancels day of or fails to come to their appointment, I would like the software to automatically generate a letter.
Additionally, I would like the software to auto-post to that patient's ledger the ADA code for either canceled appointment or missed appointment (whichever is selected in the "handling" screen when rescheduling).
However, I can't find anything in the automation expert except "canceling" an appointment. Nothing about "failed". Maybe I'm not even on the right track? Just one (or two) less thing(s) for our receptionists to have to remember to do.
It is possible to make it so that when an appt is marked as canceled that it can print out a letter for you. I tried playing with it to make it so it will either auto post the code, or at least allow you to choose the code from an additional pop up and i wasn't having any luck getting it to work.
I'm tagging @tshaw to see if she can have one of the members in the Training department look into this possibility. They are more knowledgeable over all when it comes to PwScripting
First you'd need to make sure you have your letter created in the document list.
Once the Document is created you can then assign it to a system event.
This Will now make it so when you cancel an appt it will print out the letter that you created.
If you have any additional questions let me know