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Knowledgebase : Letters
Yes. Follow the instructions noted below for successful entry of a hyperlink into your letter/email. Step 1 - Create the hyperlink 1. Open a Microsoft Word blank document 2. Enter the website yo...
You can modify the font size of manually-entered text in the Letter Detail. 1. Go to _File > Letters_ 2. Click on the _Letters_ tab 3. Choose the letter you want to modify, or click the ADD butt...
Issue: You get a Database error when you click on letter under the Vision RX tab in the Patient profile How to resolve: In the patient profile click on Insurance tab and make sure you don't have i...
Q . How can I get additional merge fields for a letter if it does not show in the listing? A. Available merge fields are dependant upon the letter "type" selected. Any merge field that is not listed...
1. Go to _File > Letters_ 2. Click on the _Letters_ tab 3. Select/highlight a "Prescription" Type letter 4. Click on the _Search_ tab and enter in your search criteria. NOTE: If a multiple loc...
1. Go to File > Letters > and then click on the Balihoo Export button (via the Search tab). This opens the Balihoo Export window. 2. At the Balihoo Export window, select the correct date range (From...
1. Go to File > Letters. Note: By default when you first open the letters module the Search tab is set to a Patient type letter. 2. Enter recall date range and click the Search button. 3. Click t...
1. Go to _File > Letters_ 2. Click on the LETTERS tab 3. Click the ADD button to add a new letter. Enter letter name and select the letter type from the _Type_ drop-down. Note: If you are lookin...
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...
RECALLS VIA EMAIL: 1) Navigate to FILE>LETTERS 2) Click on the LETTERS tab in the top left corner 3) Select the recall letter you would like to send to your patients 4) Click on the SEARCH Tab in th...
1. Go to _File > Letters_ 2. Select a "Patient" Type letter from the _Letter_ tab and click on_ Search_ tab NOTE: By default the Patient Search will come up when you initially open the Letters mod...
The table will have to be modified outside of the program in a word processor application like Microsoft Word. 1. Go to _File > Letters_ 2. Click on the _Letter_ tab and select the letter that wil...
If you no longer want to be alerted about consents missing: 1. Go to _File > Letters_ 2. Click the _Letters_ tab 3. Click the UNLOCK button 4. Under the _Consent Type_ column, remove any conse...
NOTE: The email setup [http://support.myvisionexpress.com/index.php?/Knowledgebase/Article/View/334/47/how-to-setup-email-in-my-vision-express] has to be completed prior to using this feature. 1. Go...
The most effective way to create a document with tables to use in the Letters module of My Vision Express is to create the document in a word processing software like Microsoft Word. In this exampl...
This article outlines steps on how to create a personalized letter. NOTE: THE BOTTOM OF THE ARTICLE CONTAINS AN ATTACHMENT THAT WILL PROVIDE YOU WITH A LIST OF ALL AVAILABLE MERGE FIELDS FOR RE...
1. Go to _File > Letters _ 2. Click ADD button 3. Enter a name for the letter and select_ Type_ as "Exam" in the drop-down 4. Click on the _Letter Details_ tab 5. Click the EDIT button 6. Pl...
1. Go to File>Letters. 2. Under the Search Tab, look for the "Reffered by" and the "Reffered Type" section where you can select from the drop down and generate a list. 3. You can alos use any of t...
Purpose This article provides information on how to import a Rx letter within My Vision Express for customers using New York state Rx pads. NOTE - This article is only applicable to customers spec...
This article outlines steps on how to print Recall labels. Go to File > Letters LETTERS MODULE - By default the letters module will open to the _Custom Search _for a Letter type of Patient w...
1. Click Alt + F8 on your keyboard. 2. Enter "mf" under 'Macro name' and click the Create button. 3. Paste the macro code below, save it and close the Microsoft Visual Basic for Applications window. ...
A 'merge field' is a special field used in the Letters module to merge system-wide information into your documents. For example: in a Patient-type letters, the merge field "{DATE_TODAY}" will enter to...
When adding a merge field to a letter, you may come across a merge field used to bring in the "health card version": but you might not know how to bring in the merge field to bring in the health car...
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