Mail Merge Findings Variables

You can insert both the short and long descriptions of your patients' treatment findings and patient etc. information from the Findings page of the patient folder into your mail merge documents, and print them in either list or paragraph form.

Add Findings Variables to Mail Merge Documents

1. Create or Edit a Document - Open your Letter Library to add merge tools to a new or existing document. See "Letter Library" for details.

2. Position Your Cursor - Place your cursor in the document where you want the information to print.

3. Open Variable Menu - Open the Add-Ins menu (if needed). Choose the Select Fields option to open a window of variable categories, most of which have subcategories.

   

4. Choose Findings Tab - Select the Findings tab at the top of the window. Then choose either the Findings or Patient Etc. findings type.

   

5. Select Variable and Description Type - (Description type available for Tx. Findings data type only.) Expand / collapse categories as needed to locate the variable that you want to insert into your document, and choose a Description Type from the bottom of the window. (You can also use the Search field to find the variable to use.) Then click Insert (or double-click the variable name). The Description Type determines whether to print the short or long description, and whether to print the descriptions in a list, or one after the other in paragraph format. As soon as you insert the variable, you will see the merge code. Notice the merge code includes the number of the Findings category and response you selected, and not the description: You can run a Treatment Category report to obtain a copy of the corresponding numbers.

   

   Short Response - This option prints the short clinical responses. If a patient has multiple responses for the variable, a line feed (carriage return) will separate them to form a vertical list.

   Example merge code: - {MERGEFIELD tx_findings_2_3}

   Short Response Without Line Feed - This option also prints the short clinical responses. If a patient has multiple responses for the variable, they appear one after another, as if in a paragraph, with one space between each response.

   Example merge code: (The letters nolf indicate "no line feed") - {MERGEFIELD tx_nolf_findings_2_3}

   Layman's Response - This option prints the full sentence layman's responses. If a patient has multiple responses for the variable, they appear one after another, as if in a paragraph, with one space between each response.

   Example merge code: (The letter L indicates "layman's response") - {MERGEFIELD L_tx_findings_2_3}

   Layman's Response with Line Feed - This option also prints the full sentence layman's responses. However, if a patient has multiple responses for the variable, a line feed (carriage return) will separate them to form a vertical list.

   Example merge code: (The letters L_lf indicate "layman's response, line feed") - {MERGEFIELD L_lf_tx_findings_2_3}

6. Review & Edit the Variable Code - Once you have properly inserted a variable, it appears in the text of your document. (If you do not see the codes, press Alt+F9 on your keyboard.) You can copy and paste the code, andedit the code to change it into another variable, but be careful - spelling counts!

   

   If you wish to manually edit findings variables, (which may be necessary if you have created custom headings) you will need to know the numbers assigned to your headings and categories. You can find these numbers on your Treatment Category report.

7. Save & Exit - Click the X in the upper right corner of the document window. As you exit, you have the opportunity to save the document.