Useful Features of the Accounts Receivable Parameters Screen
The Accounts Receivable Parameters screen has several features you might find useful in generating merge letters. These are:

• Delinquent Accounts Only - Use this option to include only those accounts who are delinquent. You will be given the option of selecting among over 30, 60, or 90 days late.No Payment For X Days - You might not want to send a collection letter if the patient has made a recent payment. You will enter a maximum number of days to consider.
• Activate Letter Tracking - This is a check box seen in the lower right part of the screen. It will be visible after you have selected a document. When this is checked, Diamond Dental Software will keep a record of who received a letter, when it was sent, and which letter.
• Include If Sent Word Letter - This is used in combination with Activate Letter Tracking when the program knows who was sent what letter, and when. When you send collection letters, they are often sequential, that is, you start off with a friendly reminder, followed by a letter with a moderate tone, followed by a letter with a more stern tone, etc. For example, if you limit the names to only those who are delinquent and have received collection letter #1 within the last 30 days, then you can select collection letter #2 for this printout and only these people will receive it.
• Exclude If Sent Word Letter - This choice is the exact opposite of the “Include” choice above. This will allow you to exclude people who have received a certain collection letter within a period of time that you will supply.

NOTE - The Accounts Receivable Parameters screen as well as the Patient Report Parameters screen both have output option for Mailing Labels. This is internal to the program and not part of MS Word. After printing your merge letters through MS Word, leave the parameters screen with the same settings and print mailing labels for the letters you have just printed. You will get labels with the same names and in the same order as your letters.

Patient Report (single patient names)
The Patient Report is the most versatile Diamond Dental Software report with the most options. The Responsible Party Names Only option is considered another category of report and is discussed separately. From the Reports Menu click the Patient Report button. The Patient Report Parameters screen will display. This is a scrollable screen and it is necessary to scroll to see all the options.

Patient Report Data File (PTmerge.doc)
The data file that Diamond Dental Software creates for the Patient Report is PTmerge.doc. This is created in the Diamond Dental Software directory (STARWIN) unless you modified this setting in the Microsoft Word Mail Merge Maintenance screen.