PATIENT MANAGEMENT PROGRAM
Merge Letters
Click File, WordProcessor. Select a Letterhead to use by clicking Open, Template, the appropriate letterhead.
When the letterhead is open click File, Save As, and type the name of the merge letter. Click Save.
Change the justification using the Left justification icon.
Move your cursor to the desired location on your letter.
Click Merge, Initialize for Patient Merge, OK.
This is where merge
fields are located.
Click appropriate fields under the down arrow such as Fl, Add, City, etc. Remember to leave spaces between
fields.
A list of merge codes is detailed on the following pages.
Continue preparing your letter, adding appropriate merge fields. To delete fields highlight the merge code and
press the Backspace or Delete key on the keyboard. Save the completed letter.
When you are ready to merge click the Merge menu, Merge Patients Individually or Merge By Patient Query.
If you choose Merge by Patient Query select the
appropriate criteria in the Query by check marking the
boxes to the left of your choices. Once your selections
are complete click Continue. Click OK.
Your letters will generate on screen. Close, Print and
Printer Setup icon are in the top left of the screen.
Page number and Next / Previous page icons are in
the bottom right.
98
|
Reports