2024 Asap list dentrix

To find patients that are overdue for continuing care: Open the Appointment Book. Click the Continuing Care Button to open the Continuing Care module. In the Continuing Care module, click Views. Select Overdue. OR, if you want to set up a temporary view and customize the options: In the Continuing Care module, click Views. Select Temporary View.. Intercom number at walmart

You can print the Collections Manager list quickly and easily. 1. In the Collections Manager, click Print, and then click Collections List. A message appears. 2. To include guarantor notes for each account, select Include Guarantor Account Notes. 3. To print the list, click Yes. The list prints to the default printer set up in the Office Manager.In the Office Manager, click the Practice Analysis button. From the Dentrix Practice Analysis window, click Reports. Select the Providers, Billing Types, and Date Range to include on the report. Check the Production Summary checkbox, and check the corresponding box (es) depending on whether you want to generate the report by Category or by Proc ...Set up an Appointment Book view that includes only the provider (s) whose production you want to see, and select that view. The providers included in that view will be the only providers whose scheduled production statistics are displayed. Click the Calendar button. The providers whose statistics are included in the totals are listed at the top ...Instructions for Assigning a Fee Schedule to a Provider. In the Office Manager, click Maintenance > Practice Setup > Practice Resource Setup. Select a provider and choose Edit. At the upper-right, click the selection button next to Fee Schedule, select the fee schedule for this provider, and then click OK.The ASAP List consists of scheduled appointments that have been flagged ASAP. You can use this list of patients to fill holes in an otherwise full schedule. The Open List consists of patients whose appointment type has been set to OPEN, and are known to have a flexible schedule, and can be moved around.; The Unscheduled List consists of … · Office Journal - The Office Journal can be accessed from all Dentrix modules, the Referral Analysis screen, and certain lists including the Continuing Care List, ASAP List, and Unscheduled List. Like a journal of your daily activities, the Office Journal has two main functions: to keep a record of past events and remind you of events in the ... Are you in the market for a new home? With so many options available, it can be hard to know where to start. Fortunately, there are plenty of local listings near you that can help ...Dentrix Certified Trainers offer in-office dental management courses to help your team learn the basics of using your new Dentrix system. Trainers can also create custom sessions for specific job descriptions or practice needs. Remote training via phone (while connected with the trainer online) is also available. ...To generate the Insurance Carrier List: From the Reports menu in the Office Manager, click Reference > Insurance Carrier List. Enter a Report Date to be printed on the report. The default is today's date. Under Select Report Type, select Dental to print a list of dental insurance carriers or select Medical to print a list of medical insurance ...In that case, you can mark the appointment as ASAP (in Dentrix or Open Dental) or Sooner if Possible (in Eaglesoft) and that patient will show on your ASAP List within YAPI. You can then use the ASAP List to easily contact patients when you have a last-minute opening in your schedule. Read our guide below to find out how.Here's how it works: Right-click an open appointment time in the Appointment Book and select Fill Appointment. Select which list (s) of patients to target, such as Broken Appointments, Will Call, or ASAP. Then select other search criteria, including the provider, date range, and appointment length. Click OK to generate a list of patients that ...From the Appointment Book menu, click View. Select the view you're using and click Edit. Click the View Amount option and click OK. Repeat for any other views in which you want to see the daily scheduled production amount. Note: Dentrix rounds production amounts to the nearest dollar and camouflages them by adding a zero in front of the ...From the Office Manager, select Maintenance > Practice Setup > Procedure Code Setup. In the ADA-CDT Codes tab, select the procedure code you want to add to the Procedure Code list and click Edit. In the Treatment Flags group box, check the box for Show in Chart. When checked, this procedure code is listed under the corresponding category in the ...Dentrix customers running version G6 can download an update that will allow for ICD-9-CM, ICD-10-CM, and SNODENT codes to be linked to an ADA code. ... Below is a current list of payors requiring ICD-10 codes for dental procedures: Payer Name: Payer ID: Avesis: 86098: Carefirst of Maryland, Inc. 00580: Central States Health & Welfare Funds:1. In the Appointment Book, click Appt List. Note: The ASAP view displays all appointments scheduled in the next seven days flagged ASAP. 2. Click the Select List down arrow and select ASAP. 3. Double-click an appointment to see more information about or to make changes to the appointment.Click Add to add the procedures to the multi-code. The Add Code dialog box appears. Select the codes you want to add to the multi-code and click OK. You can select from ADA Codes or Dental Diagnostic Codes. Repeat steps 4-5 for any other procedures you want to add to the multi-code. Click OK to save and close the multi-code.Luckily, the quickest way to fill those pesky gaps in your schedule is here with a mass texting feature from YAPI, Smart Fill. Instantly increase your chance at success when filling last-minute cancellations by sending a Smart Fill mass text to patients who are past due for their cleaning or exam, or to patients who are already on your ASAP list.Use Dentrix Appointment Lists – See custom lists of patients who meet the criteria you are looking for to reschedule, including those on the Unscheduled, ASAP, Wait/Will Call and Broken appointment lists. Evaluate your unfilled hours – Use the Practice Advisor Report to see how unfilled appointments are affecting your bottom line.A list of benchmark fractions include 1/4, 1/3, 1/2, 2/3 and 3/4. Benchmark fractions are common fractions that are used for comparison to other numbers. For example, the benchmark...Are you in the market for a new home? With so many options available, it can be hard to know where to start. Fortunately, there are plenty of local listings near you that can help ...May 31, 2022 · Right-click an open appointment time in the Appointment Book, and then click Fill Appointment. Select which list (s) of patients to target, such as Broken Appointments, Will Call, or ASAP. Then select other search criteria, including the provider, date range, and appointment length. Click OK to generate a list of patients that match your criteria. 1 RK - 1 room and kitchen for rent in Peeramcheru. 1 BHK - 1 bedroom, hall and kitchen for rent in Peeramcheru. 2 BHK - 2 bedrooms, hall and kitchen for rent Peeramcheru. 3 BHK - 3 bedrooms, hall and kitchen for rent in Peeramcheru. 4 BHk - 4 bedroom, hall and kitchen for rent in Peeramcheru.1. In the Calendar, open the patient's existing appointment (If you are entering the appointment information right now, you are already in the Appointment Information panel). 2. Select the ASAP check box. This does two things: the patient will show on the ASAP List, and an exclamation point icon (!) appears on the appointment.In the Procedure Code Setup, you can create new Condition codes ones or edit existing ones. In the Office Manager, go to Maintenance > Practice Setup > Procedure Code Setup. Scroll down to the Conditions category, highlight the Watch code, and click Edit. In the lower middle of the window, there is a drop-down menu for Paint Type.The ASAP list is a great location to add patients who have an appointment but would like to be contacted if an earlier date and/or time becomes available. This list …We would like to show you a description here but the site won’t allow us.We would like to show you a description here but the site won’t allow us.You can open Health History by either clicking the Health History toolbar button in any Dentrix module except the Office Journal or eDex, or by clicking File, pointing to Switch To, and then clicking Health History. Click the Setup button in the toolbar. The Health History Setup dialog box consists of four tabs: General Settings, Medical ...Dentrix Ascend. by Betty Leh | Dec 1, 2021 | Schedule Optimization. Filling the Gaps in Your Calendar ... Adding Patients to the ASAP List The ASAP list is a great location to add patients who have an appointment but would like to be contacted if an earlier date and/or time becomes available. This list comes in handy when you have an opening in ...Dentrix Ideas Home / DTX-I-416 / New idea; 2 Vote ASAP list to show all appointments @ once, not just by week It would be nice if the ASAP list showed all of the appointments that are marked ASAP, not just the current week. It is a pain to have to click through every week on the list to find people who might want to come in today or tomorrow.The Payor Search Tool helps you identify the electronic connectivity for the Payors/Insurance companies you work with. You can search by Payor Name or Payor ID. Note: some payers may have other Payor ID’s that are used dependently on the Clearing House participation. Use the Payor ID that Henry Schein ONE has listed for participation …It contains so much valuable information about your dental practice including production, collections, scheduling, case acceptance, and more. I suggest that you run this report on a monthly basis to review your practice statistics for the previous month, the current month-to-date, and the year-to-date. The Practice Advisor Report can also be a ...list during open time. uick Recovery se these tips to uickly recover from lastminute schedule changes Every time you schedule patients, ask them if they’d like to come in sooner if an opening comes up Maintain 5 to 75 patients on your ASAP List When you’re trying to fill empty time, go to your AA ist first When you call ASAP patients, sayMay 5, 2011 ... Are there patients on your ASAP List who wanted to get in sooner for their hygiene appointment? Do you have patients on your Unscheduled ... From the Unscheduled List, double click the appointment to open the Appointment Information dialog. Either manually enter the operatory, date, and time of the appointment or click Pin Board to move the appointment to the Pin Board. Follow the steps outlined in the “Using the Pin Board” section to finish scheduling the appointment. To add a medication, click the Medication search button and do one of the following: Select a medication from the list and click OK. To add a medication to the list, click the Setup button, select the Medications tab, and click the Add button. Enter the medication description and click OK. The medication is added to the list, then click Close. To schedule a new-patient appointment. In Appointment Book, do one of the following: On the toolbar, click the Schedule Appointment button . On the File menu, click Select Patient - New Appt. Use the find appointment utility to find an available appointment time, and then double-click an open time slot. The Dentrix Hub dashboard lets you view the status of appointments, as well as all patient communication and marketing campaigns, in one place. Your patients can easily self-schedule appointments online and Patient Engage sends them reminders automatically, saving time for your front desk team. Make sure patients arrive ready for treatment with ...The ASAP list is a great location to add patients who have an appointment but would like to be contacted if an earlier date and/or time becomes available. This list comes in handy when you have an opening in your schedule, such as when a patient cancels their...UPGRADE TO DENTRIX G7.5. New Dentrix G7.5 updates are available now. These updates provide dental offices better performance and increased stability.. DTX G7.5 offers your office the ability to automatically schedule all your month-end tasks and reports without having to close out Dentrix, giving you the smoothest and easiest year-end processing experience and helping your practice run at peak ...Under Select List, choose ASAP to see a list of patients with the ASAP schedule type who have appointments within the next seven days. This is the default setting, but you can expand your search to include a larger span of days or to show patients with the OPEN schedule type instead by clicking the Appointment List View button. You can also narrow your search by selecting a provider or operatory.Updated 10/3/2019. In the Treatment Planner, when you assign a case status of Accepted to a case that is linked to another case, the other case is automatically assigned the status of Rejected. That way you still have a record of all the treatment options you proposed to the patient should you ever need them again in the future. To view ...The ASAP list is a great location to add patients who have an appointment but would like to be contacted if an earlier date and/or time becomes available. This list comes in handy when you have an opening in your schedule, such as when a patient cancels their...Dentrix software is a comprehensive practice management solution designed specifically for dental practices. One of the most critical aspects of running a successful dental practic...In Dentrix Enterprise you can flag scheduled appointments as ASAP (As Soon As Possible). Once an appointment has been flagged as ASAP, it appears on the ASAP List. This ASAP list provides a list of patients who can fill …ASAP List as a waiting list of patients to contact about openings. Use the Continuing Care List to see unscheduled patients who are overdue for hygiene. Use ...Transform the way you follow up with overdue patients with the List Manager in Dentrix G6.Dentrix Ideas Home / DTX-I-768 / New idea; 14 Vote Remove ASAP status once the appointment is completed An appointment that is marked ASAP remains that way even after the appointment is completed. AND it makes the next recall appointment automatically marked ASAP. Once the appointment is marked complete, it should remove the ASAP status and NOT ...The Dentrix G6 List Manager. One of the new features introduced in Dentrix G6 is the List Manager. When you create custom lists in Dentrix you can now view the data in the List Manager without having to merge the data. From the List Manager you can sort the data, access patient information from other Dentrix modules and print the list as needed ...Ready to Thrive in 2021 and Beyond. Bell Family Dentistry’s approach to Dentrix Ascend has put them in the best possible position to adapt and succeed in the current situation. “We first discovered Dentrix Ascend at an ADA convention in 2017,” Dr. Bell explained. “I’m a visual person, so I was initially drawn to its clean and modern ...Deleting Clients from the Hot list: Note: Clients will automatically be deleted from the Hot list once you Accept their appointment request for your last-minute opening. All other clients will need to be manually removed. Click the Hot list button on your Dashboard. Click the box next to the customer(s) you'd like to delete.A red dot indicates that the appointment has been flagged as the patient being late for it. An "E" indicates that the patient has insurance coverage, and the color of this icon indicates the status of the patient's eligibility for coverage. Yellow is "Unknown.". Green is "Eligible.". Red is "Not eligible.".Recare Overview (4:39) Dentrix Ascend has everything you'll need to keep your hygiene schedule full and keep you productive. When you have set up your recare types and patient communications, Dentrix Ascend has the tools to send automated reminders to patients and allow patients to conveniently book online. The unique routing panel helps keep ...Dentrix Ideas Home / DTX-I-416 / New idea; 2 Vote ASAP list to show all appointments @ once, not just by week It would be nice if the ASAP list showed all of the appointments that are marked ASAP, not just the current week. It is a pain to have to click through every week on the list to find people who might want to come in today or tomorrow.Here's a creative way to use the ASAP List to schedule patients who always tell you, "Just call me when you get an opening." -- from Dayna Johnson's latest Dentrix Office Manager Blog....To run this report, from the Office Manager click Analysis and then click Dentrix Reports. Double-click the Procedure Summary Report and select the desired options (select Previous fiscal year for the date; clear the year-to-date (YTD) option; and select all providers and billing types so you can get a complete report).In the Office Manager, click the Practice Analysis button. From the Dentrix Practice Analysis window, click Reports. Select the Providers, Billing Types, and Date Range to include on the report. Check the Production Summary checkbox, and check the corresponding box (es) depending on whether you want to generate the report by Category or by Proc ...Are you in desperate need of a last-minute getaway but worried about the hefty price tag that often comes with booking flights at short notice? Fear not. In this ultimate guide, we...Viewing the Appointment List, ASAP List, Open List, or Unscheduled List. Changing the required procedure fields (in Chart). Entering the required procedure fields when the user is charting a completed procedure (in Chart). Editing a condition or diagnosis. Editing a completed or planned procedure (in Chart). Adding or editing a patient health ...With the latest version. of Dentrix G7, your office will be able to run faster. with a more reliable Dentrix system. Along with improving stability, G7 offers new features that will help improve. your office's collections, clinical workflows and patient experience. Uprgade Now.You're in the Appointment Book, and you double-click an open spot in the schedule to create a new appointment for a patient you've searched for and selected in the Select Patient dialog box. One of those pesky pop-ups appears and you quickly click No to get it out of your way and continuing working. Maybe you do this because that's how you ...Under Select Letter or Custom List, make sure Inactive — All is selected. Click the double arrow next to Last Visit Date Range and specify an Ending Date that is at least a year or two in the past, such as 01/01/2014. Click OK, and then click Open List Manager. The List Manager window appears. Click the Patient Last Visit Date column …Feb 2, 2023 · First, it’s important to have a firm office policy regarding cancellations. Start by letting new patients know your expectations when they do need to cancel an appointment. There will be times when patients may have to cancel or reschedule appointments due to illness or conflicts with their schedule. Let them know up front that you expect at ... To generate the list, follow these steps: Open the Appointment Book. Click the Appt List menu item. From the Select List drop-down menu, select Appointments. The current date’s appointments are displayed, but you can choose a different day if needed. Click the drop-down arrow next to the date to select a specific date from the calendar or …by Dentrix Blog Team | Apr 24, 2012 | Schedule Optimization. Using the ASAP List Updated 9/26/2019 How often do you schedule appointments only to have patients say they would also be interested in the next available opening? Use the ASAP List to accommodate patients who request to be seen as soon as possible while keeping their currently ...Let Dentrix close the month and generate reports for you. Updated 11/17/20. One indicator of a well-managed business is how well an owner manages finances, especially making sure daily receipts, accounts receivable, and deposits are current. For a dental practice, you must also process insurance claims, update account aging, move procedures and ...Step 1: Create the Questionnaires You Want to Post Online. Posting forms online allows your patients to fill out the forms when they want before their appointment and allows you to receive the information digitally so you can import the responses into Dentrix. There are two ways to create the questionnaires you want to post online.Dentrix Smart Image expands your ability to provide quality care by connecting your clinical and financial process into one efficient workflow. The DEXIS Titanium digital sensor, when paired with DEXIS software, will capture premium, diagnostic-quality images in an easy-to-use, intuitive imaging interface. Smart Image will then automatically ...The ASAP list is a great location to add patients who have an appointment but would like to be contacted if an earlier date and/or time becomes available. This list …A list of odd numbers is a list of numbers that all have a remainder of 1 when divided by 2. The following is an example of a list of odd numbers: 1, 3, 5, 7, 9, 11, 13 15, 17, 19 ...In Dentrix Enterprise you can flag scheduled appointments as ASAP (As Soon As Possible). Once an appointment has been flagged as ASAP, it appears on the ASAP List. This ASAP list provides a list of patients who can fill …For example, if you set the span as Before 1 Days and After 1 Months and today's date is January 1, 2008, DENTRIX generates a list of all patients due between December 31, 2007 and February 1, 2008.Click OK to save your patient education topic. 9. In the Billing Type group box, select the billing type range to include/exclude certain ...More than 35,000 dental practices rely on Dentrix practice management software. Dentrix leads the dental software market by providing solutions for both the clinical and business sides of your practice. Dentrix helps build your practice with integrated eServices—innovative dental software that adds new capabilities to your system—and ...Instructions for Assigning a Fee Schedule to a Provider. In the Office Manager, click Maintenance > Practice Setup > Practice Resource Setup. Select a provider and choose Edit. At the upper-right, click the selection button next to Fee Schedule, select the fee schedule for this provider, and then click OK.You can print the Collections Manager list quickly and easily. 1. In the Collections Manager, click Print, and then click Collections List. A message appears. 2. To include guarantor notes for each account, select Include Guarantor Account Notes. 3. To print the list, click Yes. The list prints to the default printer set up in the Office Manager.You should purge old appointments from Dentrix on a regular basis, keeping only the last 1-2 years of appointments. And as of Dentrix G6, you can also purge old events as well. When you purge old appointments and events, searching for patient appointments takes less time, because you will have cleared out old data you don't need anymore. ...The Dentrix Ascend API Exchange opens the door to more add-on options for Dentrix Ascend customers from more Independent Software Vendors. ... email, phone, and direct mail, while also simplifying front office work through practice analytics, online payment, ASAP lists, and more. RevenueWell enables better care by enhancing every step of the ...Dentrix Ascend Blog. Finding an Insurance Carrier when You Only Know the Payer ID. by Joel Baldwin | Mar 13, 2019 | Revenue Cycle Management. March 13, 2019. ... The database is updated regularly, and a list of carriers and each carrier's details is sent to Dentrix Ascend. Selecting a carrier from the list of supported payers ensures that ...Dentrix has a great tool that you can use to generate a list of patients who have outstanding treatment plans and remaining insurance benefits: the Treatment Manager. You can open the Treatment Manager from either the Appointment Book or the Treatment Planner. There are many options to choose from when generating the Treatment Manager that you ...The Insurance Transaction Analysis report is a great report to show how a plan is being utilized. To run the report, from the Office Manager, select the Analysis menu and then click Dentrix Reports. In the Reports column, double-click Insurance Transaction Analysis to open the report's options. Within the report options, choose the following:We would like to show you a description here but the site won’t allow us.Monitor your schedule regularly, and when you see that providers have open time in the schedule, use the tools in Dentrix find patients to schedule. To help fill unscheduled hours, try this: Use the ASAP List to find patients who want to come in sooner than scheduled. Use the Open List to find patients with flexible schedules.We would like to show you a description here but the site won't allow us.Water damage can be a homeowner’s worst nightmare. Whether it’s from a burst pipe, a leaking roof, or a flooded basement, the consequences can be devastating. One of the most obvio...The Dentrix ASAP List window will display the Open appointments. When you contact the patient and he or she agrees to reschedule, you can either drag the appointment from the ASAP List to the Appointment Book to fill a hole, or drag it to the Pinboard while you find an open spot. Dentrix will ask you to confirm that you want to move the ...Opening the ASAP List. If a patient wants an appointment sooner than your next available time, you can flag scheduled appointments as ASAP (As Soon As Possible). Once you flag an appointment as ASAP, it appears on the ASAP List. This satisfies the patient's request for an appointment sooner than the first available one and provides you with a ...The NexHealth Waitlist can pull patients from your system's ASAP list to help fill gaps on your calendar. Adding patients to your ASAP list will vary by health record system. Select your system below: Dentrix. Dentrix Ascend. Dentrix Enterprise. Eaglesoft (Sooner if possible list) Denticon (Short notice list) Open Dental. Practice Web (recall list)The "new" ASAP list format is awful. Too many steps to click through to get the list generated. I have to shut down my current screen to even see the ASAP list. Before it would just show up over the appointment book page. I now have to set perimeters to view it. Before it would just pop up the list of whoever was flagged ASAP.We would like to show you a description here but the site won't allow us.Are you tired of feeling overwhelmed by your never-ending tasks? Do you find it difficult to keep track of everything you need to do? It’s time to take control and create the perfe...ASAP List as a waiting list of patients to contact about openings. Use the Continuing Care List to see unscheduled patients who are overdue for hygiene. Use ...Right-click in your task column in the Appointment Book where you want to create a task reminder, and from the shortcut menu, click Schedule Event. The Schedule Event dialog box appears. Under Description, type the task reminder, such as “Call patient Brent Crosby: 801-555-1111.”.

In the Office Manager, click the Practice Analysis button. From the Dentrix Practice Analysis window, click Reports. Select the Providers, Billing Types, and Date Range to include on the report. Check the Production Summary checkbox, and check the corresponding box (es) depending on whether you want to generate the report by Category or by Proc .... Who are the actors in the oak street health commercial

Dentrix Ideas Home / DTX-I-2369 / New idea; 2 Vote Enhance the Utility of the ASAP List Allow for a linked duplicate of an appointment to be added to the ASAP list. When an opening develops, prompt user to fill with someone from the ASAP list. When you select the appointment, the other one (further in future) is deleted.To run the Practice Advisor Report: Open the Office Manager. Select Analysis, then Practice Advisor (or click the Practice Advisor button). In the Practice Advisor dialog box, click the Practice Advisor Report button. In the Practice Advisor Report dialog box, set the options for the data you want to populate the report. Click the Preview button.Dentrix Ideas Home / DTX-I-2369 / New idea; 2 Vote Enhance the Utility of the ASAP List Allow for a linked duplicate of an appointment to be added to the ASAP list. When an opening develops, prompt user to fill with someone from the ASAP list. When you select the appointment, the other one (further in future) is deleted.In the Family File, select the patient for whom you want to make an alert. Click the Patient Alerts button. The Create Patient Alert dialog box appears. In the Select Date group box, enter the Start and End dates that you want the alert to be active, or check Always to permanently activate the alert. *If the alert is only going to be relevant ...We would like to show you a description here but the site won't allow us.Opening the ASAP List If a patient wants an appointment sooner than your next available time, Dentrix lets you flag scheduled appointments as ASAP (As Soon As Possible). Once you flag an appointment as ASAP, it appears on the ASAP List. This satisfies the patient's request for an appointment sooner than the first available one and provides you ...Certified Dentrix Trainer and The Dentrix Office Manager columnist. Charlotte Skaggs is the founder of Vector Dental Consulting LLC, a practice management firm focused on taking offices to the next level. Charlotte co-owned and managed a successful dental practice with her husband for 17 years. She has a unique approach to …Dentrix does All THAT? 35 New Dentrix Features You Should Be Using Scheduling • Opening default lists (ASAP, Unscheduled) in the new Appointment List • Creating custom appointment lists • Viewing Scheduled Production with and without production adjustments o Viewing by calculating with productionOct 7, 2021 · Dentrix has appointment lists for these specific types of patients. When the patient makes an appointment, you can assign it to one of these schedule types: Fixed, Open, or ASAP. You can use the Fixed type for your patients who need a specific day and time and who aren’t flexible or able to come in on short notice. Dentrix Ideas Home / DTX-I-5783 / New idea; 1 ... For the ASAP List, we want to create groups for 3mo, 4mo, 6mo recall; and COVID exposure or travel restrictions. Ellie Jul 27 2022 Needs review; Appointment Book. Comments (0) Votes (1) Attach files Enter a subject Log in / Sign up ...To view contacts for a patient or family in the Office Journal: From any Dentrix module, click the Office Journal button. The Office Journal launches with the current patient displayed. To switch to a different patient, click the Select Patient button and choose a patient. Information is displayed in the following ways: From the Office Manager, click Reports > Billing. The Billing Statements dialog box appears. Set up your statements as you normally would. Add a message to the statements in the Statement Message field. This statement will print on every billing statement in the batch you generate. Note: It’s important to be brief in your statement message. From the Office Manager, click Letters. Click the desired category for your new letter. Click New . Give the letter a name. In the Merge Data File Name, type the name of the template with the extension of .out. For example, reopen.out. In the Merge Letter Template, type the name of the letter you created in Microsoft Word..

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