PATIENT MANAGEMENT PROGRAM
Email Merge Letters
This is a great new feature that allows you to create letters to groups of patients that will personalize
specific fields and choose the patients that get the letters by specific criteria.
You can create recall, new patient, new office information, orthotic reminders and birthday letters, to
name a few.
Start by editing / creating the template, details on page 81.
Save the template with a filename starting with em_.
For instance: em_Checkup.
Close out of the wordprocessor.
Go to the Utilities menu, Email, Email by Patients (merge). Choose the practitioner or clinic. Click the
button Fill the List using Patient Query. You will now be in the Patient Query screen; you may have seen
this screen before under the Reports menu.
This is where you select the
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