The Immunization Due Letter report is generated, with the list of all patients for whom the immunizations are due. This report is useful if you wish to know whether the selected immunization is performed on a patient or yet to be performed.
1. | From the left menu items, click Reports > Utilization Reports > Immunization Due Letter. The Immunization Due Letter Report screen is displayed. |
2. | On the Immunization Due Letter Report screen, the following are the report filters available, based on which the report is generated: |
• | Select the Sex as Female, Male, Unknown, or Both from the drop-down list. |
• | Select the Mode of Reminder as Email, Phone, Do not correspond, Mail, or Secure message via portal from the drop-down list. |
• | Select the Age Option as All, Between, <=, <, =>, or > from the drop-down list. Enter the age From and To accordingly. |
• | Start typing the Patient name, and select the patient from the list displayed. You can also select the patient using the icon. |
• | Select at least one Immunization from the drop-down list. The drop-down list is categorized for Pediatrics patients and Adult patients. If the Sex and Age fields are selected, the Immunization drop-down list is displayed based on the selections. For instance, if the Age option is selected as Age < 18, the immunizations for Pediatric patients alone are displayed. |
Note: You cannot select more than 5 immunizations.
• | Select the Print Format as List or Letter. By default, List is selected. If you wish to print the due letter and mail it to the patient, select Letter. On selecting the Letter option, the following sections are displayed in the Immunization Due Letter Report screen. Enter the Header and Footer details to be displayed in the Letter. |
3. | Click Generate Report. The Immunization Due Letter report is generated based on the report filters selected. |
4. | Click Save and Generate Letter to get the details in letter format with Header and Footer details. The letter is ready to be mailed to the respective patients. |
Note: You can also click Generate Report by just selecting the immunizations. The report is generated with the list of all patients for whom the immunization is yet to be performed.
