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.

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