Merging Filter List
Merging a list of patients to a document such as Microsoft Word or Microsoft Excel from a filter setting. You can also create a list of patients to send an email or SMS to if you wanted to contact a target group of patients (for example to inform them of changes to the practice or a promotional offer).
If you’ve already applied your filter, you’ve done the hard bit. Now you can put this filter to work! Whether this is recording the number of patients, having a list of the patient names internally, or working on a marketing/promotional campaign, Pearl Dental can make light work of a previously monotonous task.
You’ll notice several buttons located in the bottom right hand corner of the screen. This guide will explain what each of these do – working from left to right…
1) Merge to Word:
This will open a list of your current Word templates (link). To merge each patient in your filter to a letter, select the Merge option on the desired template. You must have Microsoft Word installed on your PC and have a valid patient documents path in order to use this feature.
2) Merge to SMS:
This will open the ‘Send SMS’ (link) dialog. You can either select an existing template or type a new text message from scratch. You must have an SMS account with the necessary credits in order to use this feature.
3) Merge to Outlook:
This will open the ‘Send Email’ (link) dialog. You can either select an existing template or type a new email from scratch. You must have Microsoft Outlook installed and an email account configured in order to use this feature.
4) Merge to Excel:
You will be asked to save your current filter as a CSV (Comma-separated values) file, which can be opened with Microsoft Excel, in a desired location (e.g. Desktop, Documents etc.).
5) 3×7 Labels:
This will produce a print preview of each patient in your filter with their name and address, ready for you to print and stick the labels onto patient cards.
6) Basic List:
This will produce a print preview of your filtered patient list, containing only basic information – Full Name, Status & Date of Birth.
7) Detailed List:
This will produce a print preview of your filtered patient list, containing more detailed information than the Basic List – as above, plus Mobile, Home Phone, Email & Next Appointment.
