Overview
By utilising Microsoft Word's built in Mail Merge feature, it is possible to personalise documents by using data from a spreadsheet export of a PracSuite report. This allows for the creation of multiple documents with unique information for each recipient.
Exporting and Using a CSV with Mail Merge
Step 1:
Export Patient List report as .csv
Step 2:
Open Microsoft Word and either start a new, or open an existing document.
Step 3:
Go to Mailings tab
Step 4:
Click on Start Mail Merge and select Letter, or if you want to print Labels, select that option.
Step 5:
Click on Select Recipients and select Use an Existing List
Step 6:
Select the csv that you exported in Step 1.
Step 7:
Click OK on the File Conversion window.
Step 8:
Use the insert merge field drop down box to add merge fields to the letter.
Step 9:
Use the Preview results button to preview how the letter will look.
Step 10:
Once you are finished, click on the Finish & Merge button and select the desired option.
