In Letters, you can edit a patient report view for merging letters, labels, and cards as needed.
Note: Editing patient report views requires the "Letters, Edit" security right.
To edit a patient report view
Access a letter category's patient report views (the name of the dialog box varies according to the category).
In the Select Letter list, select a patient report view.
Click Edit.
If applicable, do one of the following:
If the Password - Letters, Edit dialog box appears, user verification has been assigned to the "Letters, Edit" task. Do one of the following:
If your user account has been granted the "Letters, Edit" 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, Edit" security right, have a user with permission temporarily override this restriction so you can edit 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, Edit" security right. To have a user with permission temporarily override this restriction so you can edit a patient report view this one time, do the following:
On the message, click Yes.
In the Password - Letters, Edit 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.
Change any of the following options as needed:
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.