Top Margin

Number of blank lines at the top of the letter.  A value from 3 to 20 is acceptable.  Allows for letterhead, or other information, on the paper the letters will be printed on.

Client Address

Determines who the letter will be addressed to and if the client’s address will appear on the letter.  If selected, the address will appear in the upper-right corner below the top margin.

Salutation

Salutation for the letter.  If a name is included, a comma will be added at the end of the line.  50 characters maximum.

Paragraph 1

Opening paragraph for the letter. If a name is included, it will appear between the two parts of the paragraph.  

NOTE: Spaces, punctuation, and capitalization are not automatically corrected.  It's recommended that a keyed character space be entered at the end of part one and at the beginning of part two (along with the first word being lower case).  When the report is generated, both parts and the name will flow seamlessly as one complete paragraph.  4000 characters maximum.

Immunization History

If selected, Immunization History will display as a table containing the immunization name, date administered, and series of every valid immunization for the client.

Paragraph 2

Middle paragraph of the letter.  4000 characters maximum.

Immunization Recommendations

If selected, Immunization Recommendations will display as a table containing the vaccine and date needed based on the tracking schedule report criteria.

Paragraph 3

Closing paragraph of the letter.  4000 characters maximum.

Closing

Closing line of the letter.  If provider name and/or phone number are included, they display  below the closing line on the left side of the letter.  50 characters maximum.

Name and save the custom letter

Name of the custom letter as it will display in Reminder/Recall Custom Letters screen and in Reminder Request Output Options.  50 characters maximum.

Saves the new letter or changes made to an existing letter.

Returns the user to the previous screen.