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kat710
Canine III

Letters and Labels

I need to send a letter to all patients from a certain time period.  I have run a report on the patient user-defined reporting that can identify the patients but I need to transfer that into letters.  I need some instruction for the steps.  Also, I need to print address labels for the patients on the report.  However, many of the patients are from the same family so I only need one label.  Can you guide me on which report or feature I should do this from.  This is a big mailing - about 2,000 patients. 

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Rebecca_Adams
CS Dental Employee
CS Dental Employee

Q: I need to send a letter to all patients from a certain time period.  I have run a report on the patient user-defined reporting that can identify the patients but I need to transfer that into letters.  I need some instruction for the steps.

A: User defined report> select Actions button> auto link your letter

  Q: Also, I need to print address labels for the patients on the report.  However, many of the patients are from the same family so I only need one label.

A: Create a mailing label with Responsible Party Variables.

 

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