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jenteeth
Canine III

address labels for time period

Hi!  I recently saw a post regarding printing patient address labels.  Our office is moving & we would like to print labels for active patients who have been in the office within the last 5 years.  We are in a college area & have a lot of patients in our system who have now graduated & moved away.  Can you help me with this??  Thanks!

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tshaw
Community Manager
Community Manager

Re: address labels for time period

Hello @jenteeth

We apologize for the delay in response. You should be able to use the Patient List by Last Visit Expert, and attach a mailing label document to its action button to generate labels. 

Click here to view a post on The Exchange that may be helpful. Click here to view information on Experts in the Online Help. 

I'm also tagging @tsalcido to add any additional information that may be helpful. 

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debi_peterson
CS Dental Employee
CS Dental Employee

Re: address labels for time period

Sorry for the delay!

TO SET UP THE LABELS:

  1. Click the Phone Inquiry Button (yellow phone).
  2. Right Click on “Actions.”
  3. Select “Define Autolinks.”
  4. Click Add
  5. Select “Create document.”
  6. Choose “Create a specific document.”
  7. Select “Mailing Label for lives with.”
  8. Click OK
  9. Choose “Always print later.”
  10. Choose “Yes, ask each time if I really want this response.”
  11. In the “Must be at least one of these” category select “person who is self LW”
  12. In the “Cannot be any of these” category select “person who is inactive”
  13. In the Advanced section, click formula and then type the following:

    Patient.LastIn >= Today()-1825

The above has to match exactly (copy/paste is probably the best way to enter it).

  1. Click OK until you are back at the phone inquiry screen.

TO PRINT THE LABELS:

  1. Left click the “Actions” button on the phone inquiry screen.
  2. Choose “All displayed records”
  3. Select “Document: Mailing Label for lives with”
  4. The timer will spin and then stop.
  5. Once it is stopped, go to File > Print > Document Queue
  6. Select one of the “Mailing Label for lives with” documents in the queue
  7. At the bottom select, “All documents named: Mailing label for lives with”.
  8. Click print or export selection and they will print.
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