Generating and Printing Letters

Printing Labels or Envelopes

Use Microsoft Word, rather than QuickEdit, for printing envelopes and labels. Envelopes can be printed as needed or automatically as part of a Microsoft Word mail merge document.

With an envelope feeder attachment on your laser printer, you can create envelopes for a group of patients or referrals. You can also merge a list of patients and referrals to any size label form that your printer accommodates.

Printing from the Patient Workspace

To print envelopes or labels directly from the Patient Workspace:

1. In the Patient Workspace window, right-click and select Print Other Labels from the menu. The Other Labels/Envelopes window is displayed.

2. Select the checkbox by each addressee for which you want to print labels or envelopes.

3. Select the number of copies for each selected addressee.

4. In the Printing Options section, select either Label Format or Envelope Format.

5. To generate a custom label for an addressee that is not listed, select the Custom Label checkbox and enter the address in the Custom Label address block.

6. Click Print.

Printing a Single Envelope in Microsoft Word

To print a single envelope:

1. In Microsoft Word, select Tools > Letters and Mailings > Envelopes and Labels. The Envelopes and Labels window is displayed.

2. Click the Envelopes tab.

3. Type the address in the Delivery Address field.

4. If you are using preprinted letterhead envelopes, select Omit. This ensures your return address is not printed.

5. Click Print.

Printing Envelopes as Part of Mail Merge Documents

To print envelopes as part of a mail merge document:

1. In Microsoft Word, copy the name and address variables to the clipboard.

2. Select Tools > Envelopes and Labels. The Envelopes and Labels window is displayed.

3. Click the Envelopes tab.

4. Paste the name and address variables into the Delivery Address field.

5. If you are using preprinted letterhead envelopes, select Omit. This ensures your return address is not printed.

6. Click Add to Document. An envelope section is added to the beginning of the mail merge document and generates an envelope each time the document is merged with data.

7. Save and close the document.

8. Select File > Exit.

9. Click Ok.

Creating Envelope Mail Merge Documents

To create an envelope mail merge document:

1. Follow the steps for creating a new mail merge document in Creating New Mail Merge Documents, selecting Envelope in the Document Layout section.

2. Complete the delivery address section using your variable list. When finished it should look like this:

"PREFIX" " FIRSTNAME" " LASTNAME"
"ADDRESS1"
"ADDRESS2"
"CITY"

3. If you are using preprinted letterhead envelopes, delete the text in the return address section. Otherwise, complete the return address section.

4. Save and close the document and continue the procedure for creating a new mail merge document.

Merging and Printing Envelopes for a List of Patients

To merge and print envelopes for a list of patients, follow the steps for creating a new mail merge document in Merging Lists of Patients or Referral Sources, using the envelope template instead of a letter template.