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This article applies to:

  • Product: Digita Practice Management

Export client or contact details from Practice Management to create a mail merge document

You can set up Excel templates in Practice Management to export details to mail merge documents.
  1. Follow steps 1 to 6 to if you have not yet set up an Excel template in Practice Management.
  2. Select
    Tools
     then
    Manage Office document template
    .
  3. Select
    Create Excel Document
    .
  4. Choose a
    Datasource
    .
    note
    If there's only one Datasource, then
    Client details
     is shown as the only option.
  5. Enter a name for your template, then select
    OK
    .
  6. Choose the mail merge fields you want to include in your template, then select
    Add
    .
  7. Select
    OK
    .
  8. Follow steps 7 to 16 to use an Excel template to export clients' details to a mail merge document.
  9. From a list of Clients or Contacts in Practice Management, select
    Create Office Document
    .
    The
    Mail Merge
     wizard opens.
  10. Select
    Next
    .
  11. Select
    Generate a document using a template
    , then
    Next
    .
  12. Choose from the Excel mail merge templates that you've previously created, then select
    Next
    .
  13. Use the drop-down list to specify a file name for your mail merge spreadsheet, then select
    Next
    .
    note
    You can also enter text to make a custom filename. Any standard characters valid for filenames are allowed. Invalid characters include: \, /, :, *, ?, ", <, >, and |.
  14. Choose from the additional options as needed.
  15. Mark the
    Save datasource file
     checkbox to save the file as a Comma-Separated Values (CSV) file.
  16. Mark the the
    Add note to each recipient's contact history
    if you want to keep track of which clients have received a letter.
    After you have completed this
    Mail Merge
     wizard, the notes will appear on the
    General
     tab.
  17. Select
    Next
    .
  18. Select
    Open document for printing
    , then
    Finish
    .
    The
    Mail Merge
     wizard will close and a spreadsheet that contains the clients or contacts' details specified by the template opens.