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cromfs
Premolar II

Treatment plan data should be available for merge fields for letters

We are able to pull them in for EMR consents but not letters.  Therefore we have to make custom word merge fields and manually enter teeth numbers into letters.

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jamesmartinez
Canine III

Re: Treatment plan data should be available for merge fields for letters

Hi Tara, If your letter is set up as a "Pre-Treatment Estimate Letter" you have the capability to have it pull in the Procedure Codes and Procedure Descriptions of what was entered in the treatment plan.

 Let me know if you need assistance with this and I could setup a time to work with you. 

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cromfs
Premolar II

Re: Treatment plan data should be available for merge fields for letters

Will that work once the treatment plan has been dragged over to charges?

Tara Hart, MBA, CEBS, SPHR

Practice Liaison

Castle Rock Oral & Facial Surgery

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jamesmartinez
Canine III

Re: Treatment plan data should be available for merge fields for letters

If Treatment plan has been dragged over already, Then you would use the Treatment Thank You Letter and ACTUAL charges will merge into your letters.  I could reach out and login with you to verify this is being done if you like. 

cromfs
Premolar II

Re: Treatment plan data should be available for merge fields for letters

Yes, please call me.  I updated the letter to have actual services but it didn't cause any new merge field to appear to choose from. 303-663-7890

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njokuc
Canine III

Re: Treatment plan data should be available for merge fields for letters

Hi Tara, 


Like James mentioned earlier, once a Treatment Plan has been converted to actual charges then you will need to use either the Referral Treatment Thank you or Referral Consult Thank you letters. These letters have the same merge fields used in Treatment Plan to pull the Procedure Code and Description into the merged letter. You do not want to switch the regular Treatment Plan template to actual Services as this will stop it from merging any existing Treatment Plans in the patients accounts. 

Are you looking for a specific merge field? let me know if you haven't spoken to James yet and I can contact you to go over any questions you have regarding the templates

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