fbpx

Merging Filter List

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.