Knowledgebase: Letters
How do I insert a Merge Field in a letter?
Posted by Claude Arnaud Lavaud on 28 Apr 2015 03:46 PM

A merge field allows you to pre-fill data on patient letters (patient name, address, referring doctor, etc...)

You can create a custom letter using the Letters module.

1. Access the Letters module from File > Letters

2. Select an existing or add a new letter from the "Letter" tab

3. Click on the "Letter Detail" tab and click on the "Edit" button

4. Place the cursor in the desired location on the letter's body

5. Select the desired merge field using the "Merge Fields" drop-down and click on the "Insert" button

6. Click on the "Save" button to save the changes

**Reference the KB Article How to create a personalized letter for more details

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