Step 1: Choose a document type and main document
Step 2: Connect to a data file and select records
Step 3: Add fields to the main document
Step 4: Preview the merge and then complete it

- Firstly go to the patient screen
- Now you need to make sure that the patients to be included in the mail merge are on the screen. (If you want to merge all patient records then click the "Show All" button, otherwise perform whatever search is necessary to retrieve the desired patient records for the merge.)
- Click "Export Grid" (under Common Actions) then click MS Excel
- Click "All Displayed Records" on the Export Options screen, then click OK
- Select the folder and filename for the data file. (If you're unsure then we recommend saving the file to your Desktop which makes it easy to retrieve later on)
- Click OK