Print Labels or Envelopes from Recalls List

Print Labels or Envelopes

The Recalls list allows you to print labels with just a few steps.

1. Go to Matrix > Recalls.
2. Input a date range.
3. Click Use Selected Date Range.
4. The following options are available:
   • Update the date range.
   • Filter for All Statuses, Unscheduled, or Scheduled.
   • Filter for specific doctors.
   • Filter for specific offices within the practice.
   • Click the triangle icon within the column header to select from a list of data options to display.
     • If appropriate to the data displayed, the column header may display an arrow to indicate ascending or descending order.
5. To indicate the patient labels to print, complete one of the following:
   1. For a single label, select the patient.
   2. Continuous List
      1. Click the first patient's name to include in the labels.
      2. Hold down the shift key and click the last patient's name to include in the labels.
   3. Non-continuous List
      1. Click a patient's name to include in the labels.
      2. Hold down the command key and click the patients' names to include in the labels.

6. The total number of patients selected display at the bottom of the window. Click the envelope icon.

   

7. In the Labels & Envelopes window, review your list indicated by the checkmarks beside their names.  Tops will automatically populate the patient's address details, regardless of the column headers displayed in the Recall List.
8. Click Print Labels or Print Envelopes
9. Update the Label Paper field for labels; Update the Return address for Envelopes

10. Click Print Labels or Print Envelopes

    

11. In the Print window, review the settings, and click Print.