How to use Mail Merge to Print Labels from ProviderSuite using Excel and Word
How to use Mail Merge to Print Labels from ProviderSuite using Excel and Word 2010
- From Reports run Report “Patient List By Address Detail”
- Click Open in Excel
- Remove Report Name Header
- Remove Columns - A/C#, SSN, Work Phone, Home Phone and Email
- Select Entire worksheet
- Click highlighted buttons Wrap Text and Merge & Center to remove
- Remove the row between the header and the first patient’s name
- Next we need to split the patient name into two columns
- Insert four columns to the right of patient name
- Highlight Patient Name column
- Click Data tab
- Text to Columns
- Choose Delimited-Next
- Delimiter Check Space
- Column data format-General
- Finish
- Rename Columns Patient to First Name and add header of Last Name to the new last name column
- Remove Extra columns between Last Name and Address 1
- Rename worksheet to Mail, save document as Mail 1
- Open Microsoft Word
- Select Mailings tab
- Click Start Mail Merge select down triangle
- Select Step by Step mail merge wizard
- Select document type as labels
- Select Use the current document
- Select Label Options
- Choose the label type (e.g. 30 per page height 1”)
- Click Next
- Use an existing list should be selected
- Click Browse
- Find Mail 1 excel document
- Select Mail 1 Document
- Select Mail 1 Document as the data source
- Click Next
- Select Address block
- Can use arrows to preview your labels, click ok
- Select Update all labels
- Next preview labels
- Next complete the merge
- Print *You might have to bring them forward to view a certain amount