Letters

Mail Merge Patients Letter using Word (Practice-Web Dental)

Following are the steps for mail merge letters to patients from Practice-Web Dental.

1. While in Practice-Web Dental, click on Reports menu (top left) and select Patient under Lists section.

2. Select Lname, Fname, Salutation, Address, Address2, City, State, Zip fields (upper left). Hold the CTRL key while clicking left button of the mouse. Skip to step 4 if there is no filtering required.

3. If there is a need to filter out certain patients by specific criteria (e.g. Billing Type), click on Where and select item(s) in the drop down list followed by =, < or >. Then click on ADD button.

4. Click on OK. A list of selected patients is displayed.

5. Click on Export button on the lower right. Type Patients in the filename box and click on Save button. The file Patients.txt will be saved in FreeDentalExports folder unless changed.

Right-click and save the following file to C:\FreeDentalExports folder.

Mail Merge to Word document

6. Open the Word document PatientLetter.Doc from the FreeDentalExports folder.

7. Enter the body text and end with the dental office name. Enter the office name and address on top left unless preprinted letterhead is used.

8. Click on Merge to New Document. Print the document to printer.