Using the Merge Fields Tab in EXDOC-PRO

Merge fields are the means to empower automated communications. Dental practices with personnel who can competently use merge fields in Microsoft Word can significantly reduce the time and cost of mass communications, and can also generate documents for individual patients with just a few clicks.

In EXDOC-PRO a merge field is a set of codes that instructs the software to insert custom text into documents during automated EXACT procedures.

For example, when EXACT automatically generates an appointment reminder, it will customise the patient.firstname merge field per patient, so that the automated appointment reminder letter to John Jones will start "Hi John" and the automated appointment reminder letter to Reshma Naidu will state "Hi Reshma".

Also refer to MS Word Help for information on merge fields.

EXDOC-Pro-Tab-MergeFieldsFull

When you create the document template, either

- Drag the merge fields into the appropriate position in the document, or

- Position the cursor in the template and double-click the merge field to load it at the cursor position, or

- Position the cursor in the template, click to select the merge field in the left pane, then click the Insert button .

Use the Filter at the bottom of the pane to quickly locate a specific merge field:

EasyPost users only:

For an explanation of the EasyPost Support button, see Enabling EasyPost support in Presentation Manager

See also:

Understanding Merge Fields in EXACT

Using Merge Fields in EXACT (v11)

Using Date Merge Fields in documents