Configuring Delinquency Letters - DeficiencyPop - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Premier - Standard

DeficiencyPop
Platform
OnBase
Product
DeficiencyPop
Release
Foundation 23.1
License
Premier
Standard

Before you configure delinquency letters, determine whether you will be using delinquency levels. If you want to use delinquency levels, first configure them, and then activate them by selecting Use Configured Aging Rates to Calculate Delinquency Status setting in the Medical System Settings dialog box.

If you are not using delinquency levels, you can configure the number of days prior to delinquency that each letter format will be used. For example, if you configure two letter formats, one can be configured to be created 20 days before a physician becomes delinquent, and the other can be configured to be created 10 days before a physician becomes delinquent.

Note:

When the delinquency letters server runs, it generates only one letter for each applicable physician. The letter outlines all of the physician's outstanding deficiencies, and the letter format is based on the deficiency that is most delinquent or closest to becoming delinquent.

To configure delinquency letters:

  1. Select Medical | Delinquency Configuration | Letters. The Delinquency Letter Configuration dialog box is displayed.
  2. Type the name for the letter format and click Create. The Delinquency Letter Settings dialog box is displayed.
  3. Configure each option provided. These options are described in the following table:

    Option

    Description

    Delinquency Level

    If this option is available, select the delinquency level to associate with the letter format.

    This option is available only if delinquency levels are activated. If delinquency levels are not activated, then the Days Prior to Delinquency Notification option is available. See the following description.

    Days Prior to Delinquency Notification

    If this option is available, type the number of days prior to delinquency that a letter using this letter format will be generated.

    This option is available only if delinquency levels are not activated.

    Path to Letter

    Type the path to the text file that serves as a template for this letter. This text file must reside in a location accessible by the OnBase delinquency letters server.

    See Letter Template.

    Document Type

    Select the Document Type where you want to store letters.

    Keyword Type

    Select the Keyword Type created to pull the physician's name into the letter. Only alphanumeric Keyword Types are available.

    Title Font

    Select the font in which the letter's title will be displayed. For information about configuring fonts in OnBase, see Named Fonts Configuration in the Configuration module help.

    Address Font

    Select the font in which the physician's address will be displayed.

    Body Font

    Select the font in which the body of the message will be displayed.

    Address Location

    Select whether you want the physician's address to be displayed on the left or right side of the page.
  4. Click Save.