2) To add a new template click the green plus
button at the bottom left of the window. To edit an existing template click the yellow edit
button next to the template you wish to amend.
3) Enter a Template Name
. Please note this is for your reference only, the patient will not see this.
Do not include the file extension i.e:
Correct: ‘Welcome Letter’
Incorrect: ‘Welcome Letter.doc’
Once you save the name it will ask you to choose a template to base the new one off. Choose a template such a ‘PracticeTemplate’.
4) Microsoft Word will open. It may not automatically show on your screen. Click the flashing Word icon
at the bottom of the screen to view the template. Amend the template as needed.
5) In the toolbar at the top of Word go to Mailings
-> Insert Merge Field
to select the merge field you require from the list. Merge fields will automatically insert the patient or practice details in into the message. For example if you want to merge Mrs Susan Baker’s title and second name into the template you would insert the merge fields ‘Patient_Title’ and ‘Patient_Surname’. The program would then look at the patient record or records you want to merge into the letter and automatically fill these details in for you.
the template as you would a normal Word document. Close it down and it will show in your Patient MailMerge window
in Pearl. You can now merge patient details to it.
7) If you want to make this your reminder or recall template, toggle the Reminder
star on the template. You may have to scroll
across to show the Recall star setting.