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Go to the Forms node (located directly below the Recall node). Under the Forms node you will see the Postcard form. Select the Recall node, dragging this down to the Postcard form. When you drop the Recall node over the Postcard, the postcard format window will appear to the right. This is the area where you can modify, add comments, and change the date format of your Postcard before you print this information. After confirming all is as you need click the OK button; your print window will appear so you can select your desired printer, printer tray and so on.. Click Print to finish your Postcard creation.

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Running Recall Postcards from the Recall Report

If you wish to run your Postcards from your Recall Report, you will need to go to the Report ability >> Marketing >> Recall Report. Select your filters, date range, and search criteria then click the Apply button to get your list of patients.

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