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OfficeMate Home Office User's Guide - OfficeMate Software Solutions

OfficeMate Home Office User's Guide - OfficeMate Software Solutions

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Chapter 17 Printing Correspondences<br />

Printing Service Agreement Renewals<br />

Printing<br />

Service<br />

Agreement<br />

Renewals<br />

Note<br />

For information on creating service agreements, to go To create new<br />

service agreement renewal plans on page 31. For information on<br />

selecting service agreements for patients, go to To record marketing<br />

information on page 187.<br />

For information on<br />

printing service<br />

agreement<br />

renewals, see the<br />

“Processing<br />

Delinquent Notices<br />

and Service<br />

Agreements”<br />

recorded video<br />

tutorial.<br />

<br />

<br />

Click Tasks on the main window toolbar, select Correspondence, and then<br />

select Service Agreement.<br />

The Service Agreement Renewal Processing window opens.<br />

Note<br />

Click History to view the service agreement renewal printing<br />

history.<br />

Type or select dates in the Selection Range From and To boxes and click Start<br />

Selection to find patients in the selected date range to whom you can send<br />

service agreement renewals.<br />

<br />

A list of patients meeting your selection criteria is displayed.<br />

If you want to print labels and lists in addition to the letters, select the Labels<br />

and Listing Additional Printing check boxes.<br />

<strong><strong>Office</strong>Mate</strong> <strong>Home</strong> <strong>Office</strong> User’s <strong>Guide</strong> 755

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