Letter merge: option for one correspondence per family
When doing letter merge, have option for if more than one person at the same address is found, then only one card is created to all. Provide options to get continuing care cards for each family with a continuing care due, listing all family members and date due if they are due for cont. care.
Thank you for the submission.
6 comments
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Teri Donna
commented
This is a great idea that will save time and money...
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Kelli R.
commented
It would be very helpful if the Journal indicates what type of Electronic communication a patient received. For example, Text message for appointment reminder, Post Card, or Insurance. Right now, it is difficult to established what type of electronic correspondence was sent and the research is time consuming.
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Julie
commented
I just called Dentrix today asking for the option to combine family members and/or delete cards we don't want to send before merging. I agree that would be a great enhancement, and hope to see it soon.
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John Poczatek
commented
Very good idea! Open to full SQL search would help greatly as well
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Jessica
commented
I cannot even tell you how great this would be!!! Right now i manually do this by running the merge and then cutting, copying and pasting to combine all the families and then rearranging all the cards so as not to them waste them by them printing blank...and oh what a pain it is!
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Desiree Caldicott
commented
this would save postage and paper. go green!!