Diamond Dental Software 1-800-460-3294
Integrating Merge Letters With MS Word Home| About Us| Videos | Free Trial | Pricing | Contact Us
Page 1 - 2 - 3 - 4 - 5 - 6 - 7 - 8 - 9 - 10 - 11 - 12 - 13 - <Prev | Next>

Areas In Diamond Dental Software that Integrate with MS Word
Diamond Dental Software integrates with MS Word in five important areas. These are:

  • Accounts Receivable Report
  • Patient Report (single patient names)
  • Patient Report (responsible party names only)
  • Recall Printing
  • Patient Referral Thank You.

Diamond Dental Software creates a different merge file for each area. The different files contain fields that are appropriate for each area. These five integration methods will now be discussed.

Accounts Receivable Merge Letters
We will describe Accounts Receivable merge letters in the greatest detail because many of the concepts are similar in the other areas of the program. From the Main Menu click the Reports button. From the Reports Menu click the Accounts Receivable button. You will be at the Accounts Receivable Parameters screen. Accounts Receivable has several different output methods: Report, Totals Only, Labels, and MS Word Merge Letters. When you click the MS Word Merge Letters choice, the MS Word Merge Document Selection screen will open. All the Accounts Receivable related merge letters are displayed. Click the Select button to pick a letter. For this discussion let's assume you have selected the AR_02.doc letter. After selecting, you are brought back to the Accounts Receivable Parameters screen. The file name you selected (AR_02.doc) will be displayed in the lower right corner of the screen.

Back again at the Accounts Receivable Parameters screen, you will need to select whatever options are appropriate for this printing. In the case of Accounts Receivable letters, you will usually be selecting the Delinquent Accounts Only option and then selecting among Over 30 Days, Over 60 Days or Over 90 Days delinquent. After selecting the necessary options, click the OK button. The computer will process and then Microsoft Word will open with the AR_02.doc letter displayed.

NOTE - Volumes have been written on Microsoft Word and it is not our intention to present a comprehensive explanation of how it operates. The assumption here is that you don’t care how MS Word operates, you just want to print these letters. So we are going to provide you with enough information to do that.

At this point, all that is necessary to print the letter is to click the Merge To Printer icon. That is the icon that shows documents with an arrow pointing to a printer on MS Word's "Mail Merge" toolbar. After printing, exit MS Word and you will be back at Diamond Dental Software.

<Prev | Next>
Home | Overview | About Us| Videos | Free Trial | Pricing | Contact Us