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Creating patient letters overview

Using Dentrix, you can create patient letters that can help you succeed in your practice. You can automatically merge your patient records into your letters based on various ranges, parameters, and filters that you define.

Dentrix comes complete with pre-defined letter templates in several categories that you can use and modify in conjunction with your patient database. You can customize these templates using Microsoft Word. You can also produce your own letters and add them to any of the categories for future use.

Note: This documentation assumes that you have a legally licensed version of Microsoft Word and are familiar with its use and merge functions.

The following topics will help you become familiar with Dentrix letters:

·        Creating letters

·        Adding letters to categories and editing merge data

·        Setting up merge data

·        Removing letters from categories

·        Customizing Dentrix letters

·        Creating custom letters using Microsoft Word

·        Creating labels to use with letters

·        Setting up and merging custom labels

·        Creating cards for patients with appointments

·        Creating cards for patients without appointments

·        Dentrix letter templates

·        Word processing data elements

·        The List Manager overview

·        The List Manager toolbar

·        Creating letters using the List Manager

·        Managing lists

·        Opening a list file in Excel or Notepad