Tuesday, July 30, 2013

Options When Using Dentrix Letter Merge

You probably know that you can use the Dentrix letter merge to create custom cards and letters, but you may not realize that you can also use this feature to create patient lists. For example, if you wanted to see a list of accounts receiving a collection letter, you could generate this list pretty easily using the letter merge feature. After you have set the filtering criteria for your letters, you can make the choice to generate letters or lists.


To create letters, click the Create/Data File and Merge Letters option. This creates a data file based on the settings you specified in the Patient Report View and uses that data file to merge letters in Microsoft Word.

To create a list, click the Create Data File ONLY option. This creates a data file based on the settings you specified in the Patient Report View but does not merge any letters. The data file is stored in the Dentrix database, and you can view it by clicking View List. You can then copy and paste the list in into Microsoft Excel if you want to organize and sort the information.

For additional information about generating patient letters, view the various Dentrix Help files found under Office Manager > Creating letters, labels, and cards > Creating patient letters.







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