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Sending out "Year-end" letters

Posted: Tue Oct 06, 2009 1:50 pm
by chrishilldmd
I am wanting to send out a "Year-end" letter to inform my patients about their insurance benefits. Is there a way in Sheets, that we can create this letter and tell the program to print it out for each patient. Or, is there a way to export the patient contacts into Microsoft Outlook so that it can then be used with Word? Anyone else doing this and have an easy method. I would rather not have to have my FDP enter every patient address into word. Thanks.

Re: Sending out "Year-end" letters

Posted: Wed Oct 07, 2009 7:11 am
by jordansparks
Use one of the reports. Export it as a text file. Use Word to merge it into your letters.

Re: Sending out "Year-end" letters

Posted: Wed Oct 07, 2009 4:39 pm
by chrishilldmd
I figured this out. Thanks.