Letter Merge

Letter Merge allows users to create a Word document for a single patient only.

In the Main Toolbar, click the Letter. Select Merge.

Note: Letter Merge only works with Microsoft Word 2002 or later. Consider using the internal Sheets function for a more updated option for patient letters. Sheets can be used for any patient letter or form and can be customized within Open Dental.


Edit Categories: Open Definitions: Letter Merge Cats to create letter categories and set the category order.

Highlight a category to place the letter into and click Add.

Enter template information:

Click OK to open Word.

Close Word as it only created a blank template.

In the main Letter Merge window, highlight your letter and click Edit Template. This opens your blank template, creates a data file with one row, and attaches the data file to the template as a data source.

Open Word again.

In Open Dental, create the letter from the Letter Merge window. There are four options listed in the Create area.

Note: Keep in mind this is a merge letter for only one patient, so the data file will always have only one row of data.


Troubleshooting

If you ever see this error: "Word cannot start the converter mswrd632It is due to a recent Microsoft security update", the fix is located here: http://support.microsoft.com/kb/973904.