PMP Manual National - Jul. 2014 | Page 77

PATIENT MANAGEMENT PROGRAM Utilizing the Merge Feature The following are some ideas for using the merge function in the PMP WordPad:  Change of Office Hours  Notice of Fee Increase  Thank you for referrals  Recalls  Orthotic letter  Upcoming Information Sessions  Congratulation letters  Welcome letters  Notice of new promotions  Discharge  Off Work letter  Treatment Plans Merge Codes Action Accident Date from WSIB Patient Active Check marked Address Total Balance Date Of Birth Bill To: Claim # Bill To: Code # Bill To: Contact From Patient Bill To: File # Bill To: Phone From Pat. Info Bill To: Policy # Health Card Expires on Health Card Number City WSIB Claim # Country Diagnostic Code Doctor of Record EHC Code EHC Contact EHC Max $ EHC Phone Extension EHC File # EHC First Day Coverage EHC Fiscal Year EHC # of visits to date EHC max # of visits payable EHC Phone EHC Policy # EHC Amount Remaining EHC Yearly Start Date EHC Max $ Per Visit Patient Email Patient First Name Patient First and Last Names Patient Flags Merge Code %[acc_date] %[Active] %[Add] %[Bal_due] %[Birth] %[BT_ClaimNo] %[BT_Code] %[BT_Contact] %[BT_FileNo] %[BT_Phone] %[BT_PolicyNo] %[Card_date] %[Card_no] %[City] %[Claim_No] %[Country] %[Diag_code] %[Doctor] %[EHC1_Code] %[EHC1_Contact] %EHC1_DolMax] %EHC1_Ext] %[EHC1_FileNo] %[EHC1_First Day] %EHC1_FiscalDate] %EHC1_NoVisits] %EHC1_NoVisitsMax] %[EHC1_Phone] %[EHC1_PolicyNo] %[EHC1_Remaining] %[EHC1_StartDate] %[EHC1_Visit] %[Email} %[First] %[Fl] %[Flag] 76 | Reports