Merging Images into Your Letters

You can set up mail merge documents using Microsoft Word to automatically import images associated with the patient's record. Up to five types of images can be merged into each document.

Images are merged into your mail merge document data by using a variable. There are five image variables, each one representing a different image category, such as Patient X-ray and Patient Photo. An image category is attached to an image variable on the Mail Merge Document Options window.

ExampleExample:

You want to merge a photo into each referral thank you letter. After the image is stored in the patient's record, the image can be merged into your letter.

To merge images into your letters:

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

  2. Type search criteria in the search fields and click Find. The records matching your search criteria are displayed on the left side of the window.

  3. Select the document you want to edit.

  4. Click Edit. The Mail Merge Document Options window is displayed.

  5. Select Patient Photo or the category you use when storing patient photos from the Image Cat 1 field.

  1. Click Edit. The mail merge document is displayed in Microsoft Word.

  2. Create a text box and insert the variable IMAGE1. The most recent image in the Patient Photo category of the patient's images is merged into the letter.

  3. Place this variable at the location of the letter in which you want the photo to be merged.

To change the size and position of the image:

  1. Select the text box and select Format > Text Box.

  2. Select the Text Box tab and click Convert to Frame. A warning message is displayed.

  3. Click Ok.

  4. Select the frame and select Format > Frame. The Frame window is displayed.

  5. Size and position the image in the Frame window.

  6. Click Ok.