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#Mail merge template how to

If you select a field and click the Field Properties button, you can adjust certain things about the merge field. Once you've selected a field type, you will see it appear in your document in double brackets (for example ">.") For this example, we'll select Name as one of the fields we'd like to include in our template. Once you've selected an item type, the fields from the item you've selected will populate in a drop-down menu under the icon titled " Insert Matter Field." You can use this drop-down to insert any field into your document.įor instance, since we've selected Matter as our item type, you can insert any field that is located in your Matters within Centerbase. Navigate to the icon with the blue check mark, titled " Select Item Type First." This will generate a drop-down menu.įrom here, you will see a complete list of all of the item types in your Centerbase database. Now it's time to start creating your template. To do so, select the gear icon titled " CB Settings" and fill out your login information. Make sure you are logged in to your Centerbase database. From there, go to the Centerbase tab at the top of your toolbar. Creating the Templateįirst, open Microsoft Word.

#Mail merge template how to

Once you've created a template, you may reuse or edit them at any time.įor an in-depth explanation on how to download our Microsoft Word Add-in, please read our article here. These templates give you the ability to auto-generate information directly from your Centerbase database. The variable name is displayed at the insertion point.With our Centerbase Microsoft Word Add-in, you can easily create document templates.

If using Microsoft Word, click Insert Merge Field.Ĥ. If using QuickEdit, click Insert Variable. Make sure that you type any required spaces or punctuation before or after a variable or between two variables.ģ. With the mail merge document on the screen, position the cursor at the point you want to insert the variable.Ģ. To insert variables into your mail merge documents:ġ.

Example: When creating an overdue balance mail merge document, use variables in place of the date, the billing party’s name and address, and the patient balance.

When creating and editing your mail merge documents, variables should be placed wherever specific data is to be merged. NOTE: When creating a new mail merge document, insert variables instead of specific information. Be sure to save and close the new document. Compose and format your document using Microsoft Word or QuickEdit. The third window of the Mail Merge Document Wizard is displayed.ĩ. Type the file name you want to use for the new mail merge document.ħ. The second window of the Mail Merge Document Wizard is displayed.Ħ. To include procedures on your letter, select Actual Services from the drop-down list in the Procedures to Include field, or if you are sending a treatment plan letter, select Pre-Treatment Estimates.ĥ. NOTE: In cases where the new letter contains any patient information, select Patient as the data source.Ĥ. Select the Document Type, Data Source, and Document Layout. The Mail Merge Document Wizard is displayed.ģ. The Mail Merge Document Search window is displayed.Ģ. Select Letters > Mail Merge Document Maintenance. Use for golf outings, open house invitations, holiday cards, or seminar invitations.ġ.

Referral Contains variables that merge with referral data.

Use for overdue balance, insurance denial, referral thank you notes.

Patient Contains variables that merge with patient data.

There are two types of mail merge documents: You can add new mail merge documents to your software, either as Microsoft Word documents or as QuickEdit documents, according to the editing and format requirements of the document.