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Use this task to update templates for the collection letters used for guarantor and insurance collections.

Modifying a collection letter template does not affect the link to an action type in the guarantor collection or insurance collection rules at the practice configuration. The modified master template only affects collection letters created in Back Office after the modification is made to the master template. Modifications to a collection letter template does not affect collection letters created before the modification to the template. If a collector reprints a collection letter created in Back Office before the modification to the template, the letter contains the previous collection letter template format, not the modified template format. After the action has been completed in Back Office, the collection letter layout cannot be deleted.

 

Step-By-Step Guide

Step

Instructions

Additional Information 

1

From the Collections Admin / Collection Letters tab, click Update. The Collection Page: [collection letter] page opens.

Update the relevant information via the applicable steps below...

 
2

Enter a Name to identify the collection letter layout.

 

3Open the Language field and select the language in which the collection letters will be printed.

The letter sent to the patient is based on the language associated to the person (but can be updated in this field). The system does not translate the correspondence; it must be written in the corresponding language.

4

In the Letter text field, update the text and data fields to include in the collection letter:

  • To include text, type the text in the area of the body where it should appear
  • To add data fields:
    1. Place the mouse cursor in the Letter text field where the data should be added
    2. Select the applicable piece of data from the Available data fields list and either:
      • Double-click it to add it to the letter
      • Drag-and-drop it in the desired location of the letter
  • To remove text, select it from the Letter text field and press [Delete].

The letter is a block letter format with left justified margins and single spacing between paragraphs. To format the letter in another format, manually insert spacing for indention.

To print on letterhead, allow enough space above and below to print. For example, to allow a larger top margin to accommodate a logo and address, insert several lines at the top of the Letter text field before adding the content of the collection letter.

The text in the body of the letter wraps automatically, however, in the Letter Text field, it appears as a single line. It is not necessary to press [Enter] after each line, except when starting a new paragraph.

The data field, {{Letter_Date}}, is the current date, or the date the letter is generated. To date a letter in the future or past, use the following formulas, where n represents the number of days added or subtracted from the current date:

  • {% days +n %}
  • {% days –n %}

For example, if today is 12/23/2016, and the formula {% days +3 %} is entered in the body of the letter, when printed, the date displays as 12/26/2016.

5

Click Apply.

Any changes to the template must be applied before the letter can be previewed.

6Click Print Preview to preview the letter.

 

 

7Make any necessary adjustments to the letter after previewing it. 
8Click Save to save the changes and close the page. 

Click Close to close the window without saving.

 

 

 

 

 

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