Editing the Merge Fields

Purpose of the Merge Fields window:

• Use it to determine how the merge fields will appear in patient recall communications. This includes:
  • Combinations of Dentist and Hygienist recalls.
  • Family recalls.
  • Combined dentist and Hygienist Service (co-ordinated duties) - this must be activated. Click in this field to see the selection controls.
• This window provides a means of specifying whether Dentist and Hygienist recall appointments should be booked separately or in combination, which affects how Receptionists book recalls in the Appointment Book.

To edit the Merge Fields window

1. Open the Recall Parameters screen and click the Merge Fields button to display the Merge Fields window:

   

2. Type the text that will display for the [recall.type] merge field for a Dentist plus Hygienist appointment.
3. Type the text that will display for the [recall.type] merge field for a Family appointment.
4. Click in the Combined Dentist and Hygienist Service text box to display selector controls, and use these to select the appropriate service.
5. Click OK.