Support Forum for ClinicOffice - Practice Management Software by Pioneer Software
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FAQ: How to do a Mail (or label) Merge with Microsoft Word?
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| Joined: 25 Aug 2005 |
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Posted: Mon Dec 19, 2005 11:05 am Post subject: FAQ: How to do a Mail (or label) Merge with Microsoft Word?
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This FAQ explains how to perform a mail-merge using Microsoft Word rather than the built-in ClinicOffice Word Processor.
We would usually recommend using the ClinicOffice Word Processor for creating mail-merge letters, but if you need to use the more advanced features of MS Word then ClinicOffice still makes it pretty easy!
Firstly, a word about mail-merging with MS Word and where ClinicOffice fits in to the process. According to Microsoft's website, there are four steps to performing a mail-merge in MS Word...
Step 1: Choose a document type and main document
Step 2: Connect to a data file and select records
Step 3: Add fields to the main document
Step 4: Preview the merge and then complete it
ClinicOffice comes in at Step 2 by making it easy to create the data file that can be used by MS Word.
- Firstly go to the patient screen
- Now you need to make sure that the patients to be included in the mail merge are on the screen. (If you want to merge all patient records then click the "Show All" button, otherwise perform whatever search is necessary to retrieve the desired patient records for the merge.)
- Click "Export Grid" (under Common Actions) then click MS Excel
- Click "All Displayed Records" on the Export Options screen, then click OK
- Select the folder and filename for the data file. (If you're unsure then we recommend saving the file to your Desktop which makes it easy to retrieve later on)
- Click OK
The file that we have just saved can now been used in the Word Mail-Merge process.
As regards the actual mail-merge process itself, Microsoft have provided a full step-by-step guide. Please click the following link...
http://office.microsoft.com/en-us/assistance/HA010349201033.aspx
If you want to print address labels, then we highly recommend downloading the AVERY Wizard, a FREE utility which is available from the Avery website. It makes the mail-merging process onto labels really easy. Click the following link...
http://www.avery.com/us/Main?action=software.AverySoftwareDetail&catalogcode=WEB01&softwarecode=3201
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ClinicOffice Support Team
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