Patient Mail Merge Documents
Does your medical office get frustrated at the lack of patient medical reports within your practice management software? Does your medical office need ways to track additional fields not normally found within your reports?
The patient mail merge is meant to help alleviate those frustrations. We begin by creating our report using Mail Merge items found within your practice management software system. This information includes patient demographics, appointment history, referring providers, providers etc.
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Once the report template is created we can tie it to the Patient Mail Merge template and sort for the information we are looking for including patient information, responsible party information, carriers and referring providers. Click next when you are ready to review your new patient medical report.
Many offices use the patient mail merge for patient mailing labels, post cards, and letters. |
As consultants to large medical billing services and individual doctors we find that most employees are not trained on how to use Microsoft Office products correctly. We offer DVD's on Microsoft Office Training to help educate your medical office. Please visit our Products page for more information. A small training investment can yield profitable ROI with employees who can quickly create Word Template to be used in your busy medical practice.
To learn more about Patient Mail Merge Documents and Template setup please Watch our FREE Medical training video series.
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