You can merge Quick Letters using Microsoft Word.
Note: For information regarding supported versions of Microsoft Word, please refer to the current Dentrix System Requirements available in the Dentrix Resource Center.
To merge a Quick Letter
1. From any Dentrix module except the Office Manager, select a patient.
2. From the module's toolbar, click the Quick Letters button.
The Quick Letters dialog box appears.
3. From the list, select the letter that you want to merge:
· Address on envelope (form feed) - Creates an envelope for the selected patient.
· Appointment Super Bill - Creates a detailed receipt for the patient to send to their insurance company.
· Blank Letter Form - Creates a blank letter for the selected patient with the patient’s name, address and greeting pre-written.
· Collection Notification - Creates a 90 Day Past Due letter for the selected patient.
· Congratulations - Graduation - Creates a congratulations letter for a new graduate.
· Congratulations - Marriage - Creates a congratulations letter for a newly married patient.
· Congratulations - New Baby - Creates a congratulations letter for a new parent.
· Internet Communications Consent - Creates a letter granting consent to communicate with a patient over the internet.
· New Patient Welcome - Creates a welcome letter for new patients.
· Patient Information - Consent - Creates a patient information form with some patient information pre-entered.
· Referred by Doctor - Creates a thank you letter for a doctor who referred the patient.
· Referred by Patient - Creates a thank you letter for a patient who referred the selected patient.
· Referred to Dr./Specialist - Creates a referral information letter for the doctor to whom the selected patient has been referred.
4. Do one of the following:
· To create and print the letter without reviewing it, click Print. Word opens, merges the letter, prints the letter, and then closes the letter.
· To create and review the letter prior to printing it, click Build/View. Word opens and merges the letter. Once the letter has been successfully merged, make any changes and then click Print.
5. After the letter has printed, close it.
A message appears asking if you want to save the changes. Click No. (If you click Yes, all merge information will be lost.)
6. Exit Microsoft Word.
7. Repeat steps 1 - 6 for any other patients who need letters.
Note: After the letter prints,an entry is automatically added to the Office Journal indicating that a letter was sent to the patient.