In Letters, you can add a patient report view for merging letters, labels, and cards.
Note: Adding patient report views requires the "Letters, Add New" security right.
To add a patient report view
Access a letter category's patient report views (the name of the dialog box varies according to the category).
Click New.
If applicable, do one of the following:
If the Password - Letters, Add New dialog box appears, user verification has been assigned to the "Letters, Add New" task. Do one of the following:
If your user account has been granted the "Letters, Add New" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Letters, Add New" security right, have a user with permission temporarily override this restriction so you can add a patient report view this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Letters, Add New" security right. To have a user with permission temporarily override this restriction so you can add a patient report view this one time, do the following:
On the message, click Yes.
In the Password - Letters, Add New dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Patient Report View dialog box appears.
Set up the following options:
Letter Name - A description to identify the patient report view for merging a letter, label, or card.
Merge Data File Name - The name of the data file to store the patient data that Dentrix Enterprise copies from your database for Word to reference during a merge.
Notes:
The name must end with .out (the file extension for a data file).
The name without the extension can be up to seven characters in length.
You may want the name before the extension to be the same as the Merge Letter Template.
Merge Letter Template - The name of the document template (Word document) to use for a merge.
Notes:
The name must end with .doc (the file extension for a document template).
You may want the name before the extension to be the same as the Merge Data File Name.
Click OK.