The Reminder Letters & Export function allows you to merge all the reminders generated on a particular date to Word or to a list in Excel.
Accessing Reminder Letters & Export
- Go to the RxWorks Task Panel.
- Select ‘Reports’ from the “toolbar”.
- Select ‘D: Reminder Notices and Statistics’
- Select a date in Section 4, ‘Letters & Export’, to select a reminder run and click ‘OK’
The window shown above will appear.
About Letters & Export
What It Does
Merges all the reminders generated on a particular date to Word or to a list in Excel
When To Run
Run Reports D4 if you want to reprint your reminders for a particular date.
Things To Watch
Once the reminders have been merged, you will have the option to Preview them in Word first and then Print, or Print without Previewing.
The date you ran the reminders you want to merge. Choose from a drop-down list.
The Letters & Export Window
Select Dates And Export To Word Or Excel
To reprint all reminder letters generated on the selected date, select a date from the drop-down menu next to either:
Select a clinic in the drop-down menu next to ‘Restrict to this clinic’ to only view reminders generated for the specified clinic.
Generating The Report
Click “OK” when finished selecting options to proceed.
Once you click on OK the computer will generate all the reminders and merge them onto the relevant letters or postcards
You need to print each Word document individually. (ie: if there is one document containing all reminders, you will need to print one document; if there are twenty documents containing different reminders, you will need to print 20 documents). This is the result of the way Word deals with the merges.