Adding a New Letter or Notice

Adding letters and notices (prints that can be routed to different printers) is only available in PiMS+Plus.  Letters and Prints are generated when an activity is entered or a PiMS function issues an activity.

Note: To modify the print queue where letters print, please refer to Printer Setup.

1. Select an eight (8) character ID for the print or letters.
   LTxyynnz 
       where "LT" indicates letter/print,
        x indicates the type of tracking (G for guarantor, C for claim, P for patient tracking,
                                                       A for account tracking, N for notice),
        yy is the last two numbers of your customer ID,
        "T" indicates a PiMS printout 
   
2. Decide if the new letter will be generated from an existing activity code or a new activity code is required. If a new activity code is required, select an eight (8) character activity code
   

3. To set up the activity code, refer to Add or Update an Activity.
   

4. If a letter is being added, the letter must be defined to PiMS in the Letter Definition profile. Refer to Add a Letter Definition Code.
   

5. A Printer Routing and Printer Destination profile entry must be defined to PiMS for the letter/notice.  Refer to Add a Printer Routing.

6. A crystal report must be created to match the letter. Please see PDM for details.