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Setting up filters and data fields to merge

When you are adding or editing a letter, card, or label, you can set up or change the filters and data fields used for a letter merge.

To set up filters and data fields to merge

1.   In the Office Manager, click Letters on the menu bar.

The Letters window opens.

2.   Click the category button for the letter type that you want to add or edit.

A dialog box appears.

3.   Do one of the following:

·        Click New to create a new letter.

·        Select a saved letter merge, and then click Edit to edit that letter.

The Patient Report View dialog box appears.

4.   Type the letter information.

5.   Set up the patient filters.

6.   Select the data fields.

7.   Click OK.