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Health Fund
Newsletter
To send out Newsletters for all patients that are in
private health but have not purchased spectacles or contact lenses this
year:
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If you haven't already set up the Newsletter Template yet,
you need to go to Maintenance, Letter Template - Newsletter, to create a
newsletter template (make sure the Mail Merge is set up properly)
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Go to Patient, then Create Newsletter List
• at "Health Fund", enter
*
• tick "Exclude Patients with Spec record"
• tick "Exclude Patients with CL record"
• enter Exclusion from 01/01/2007 to Today
• at "Letter Name", press F5 or right-click to select the letter
that you already set up |