Creating a Mail-Shot

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In order to create a Mail-Shot you will first need a custom report to work with. Please see the Creating a New Report section of the Report Generator help file.

Once you have got a report generated you need to do the following:

• Click the Output tab.
• Ensure Mailshot is selected.
• Click Mail Merge from the Mail Merge options.
• You Screen should now look something like this.

You now have to choose your Word Processor Output Option. You have two choices as listed below:

• Print - This will merge your patient list to a template of you choice, and send it straight to the Printer.
• File - This will merge your patient list to a template, and save it into MS Word Document at a location of your choice.

Please note it is always recommended that you choose the 'File' option, and check you final mail merge before you send it to the printer. This will prevent any wastage in terms of resources.

When you have selected your Word Processor Output Option, you need to click the Output Report button.

You will then see something similar to the following screen.

You need to navigate to wherever your saved Template is located, and Double Click on it.

At this point depending on which Word Processor Output Option you selected, Optisoft Enterprise will either send your mail merge directly to the printer, or display a similar screen to the one above, asking you where you would like to saved your merged document.

Once saved you can open the merged document, check the content and then print the document. There is also the option in MS Word to print your merged document in small batches, should you not wish to print a lot of letters in one go.

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