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kpratt
Canine III

Linking a document to Printing Route Slips with time considerations.

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I would like to print our office's "patient information update" document when I am printing route slips, but I only want them to print if the patient has not had an appointment in the last 3 months.  I contacted support for help with the formula, but I still haven't received a solution.  

Please let me know if you have any suggestions.

Thanks.

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4 Replies
road_runner2
Canine II

Re: Linking a document to Printing Route Slips with time considerations.

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Great idea, and tt can be easily be done since you can add to autolink 'Printing|Print Route Slips', but I'm not sure support will be must assistance with an issue like this unfortunately.

Do you have an update sheet created already?

See the bottom of this post for add'l details (Just change 365 to 92 if you _really_ want to print update sheets so often  : 

 

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bert
Premolar II

Re: Linking a document to Printing Route Slips with time considerations.

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If the goal is to print these for todays patients you could try this

Create a User Defined Contact Expert

from Expert based on Appointments

Formula:

PROMPT sdate IS DATE LABEL "Start Date";
PROMPT edate IS DATE LABEL "End Date";
Appt.Date >= sdate and Appt.Date <= edate AND Patient.LastIn <= Today()-90

Then create columns

for last name, firstname

30 characters

Formula

Person.LastName +", " +Person.FirstName

Define Autolink

Create Document- Select your "patient information document"

Choose Print option(immediately)

Choose Yes ask each time for response

Choose Yes when the task is first started

Choose advanced at bottom of page and click on formula

Patient.LastIn <= Today()-90

Click okay

Run the user defined contact expert

put in start and end date

Returns the resutts

Select autolink you created and print your forms

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road_runner2
Canine II

Re: Linking a document to Printing Route Slips with time considerations.

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Albert, this will drive a contact expert based on appointment history.

The difference between this and the solution above is the difference between last appointment vs last time medical/health history form was updated.

Both solutions work fine, but if a patient is a regular, they never actually see their health history sheet to update it unless it's been >3 months since last appointment.

Also, it's too frequent for most practices and patients... We print updates annually based on last update date, but always ask if anything's changed.  That way, doesn't matter if they've been in once or 20 times in a year, they only get one update sheet.

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bert
Premolar II

Re: Linking a document to Printing Route Slips with time considerations.

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Hi Alex

I spoke with the office yesterday and the document they use  is a handout to verify insurance and other information. Your point is taken if it is a medical history and potentially could be done in a similar way based on the date range the last medical history was updated or captured.

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