Generating and Printing Letters

Creating New Mail Merge Documents

You can add new mail merge documents to your software, either as Microsoft Word documents or as QuickEdit documents, according to the editing and format requirements of the document.

There are two types of mail merge documents:

• PatientContains variables that merge with patient data. Use for overdue balance, insurance denial, referral thank you notes.

• ReferralContains variables that merge with referral data. Use for golf outings, open house invitations, holiday cards,  or seminar invitations.

To create a new mail merge document:

1. Select Letters > Mail Merge Document Maintenance. The Mail Merge Document Search window is displayed.

2. Click New. The Mail Merge Document Wizard is displayed.

3. Select the Document Type, Data Source, and Document Layout.

4. To include procedures on your letter, select Actual Services from the drop-down list in the Procedures to Include field, or if you are sending a treatment plan letter, select Pre-Treatment Estimates.

5. Click Next. The second window of the Mail Merge Document Wizard is displayed.

6. Type the file name you want to use for the new mail merge document.

7. Click Next. The third window of the Mail Merge Document Wizard is displayed.

8. Click Finish.

9. Compose and format your document using Microsoft Word or QuickEdit. Be sure to save and close the new document.

• When creating a new mail merge document, insert variables instead of specific information. For more information, see Inserting Variables into Your Mail Merge Documents.

10. Select File > Exit.

11. Click Ok on the Mail Merge Document Options window.