You just talked to a patient, and she told you that she had her first child. You want to send a letter of congratulations for the new baby. Fortunately, Easy Dental has a pre-set “Congratulations – New Baby” Quick Letter that you can generate, print, and prepare to send in a matter of minutes.

Quick Letters merge patient information from your Easy Dental database with a Microsoft Word letter-template. You can choose from 12 pre-installed templates; or, you can create customized templates to suit your office better.

How To:

  1. Select a patient.
  2. From the toolbar of most Easy Dental modules, click the Quick Letters button (or enter ALT+Q on your keyboard) to open the Quick Letters dialog box.
  3. From the Select Letter list, highlight the letter you want to use.
  4. Select one of the following options:
    • Print – Creates and prints the letter for the patient without letting you review it.
    • Build/View – Creates the letter and allows you to view and edit it before it’s printed.
    • Open Template – Opens the Word template, which you can view and edit as needed. (If you change the template, you must save it for future use.)
  5. After you’ve printed the letter from Microsoft Word, click File > Close. A message box appears asking if you want to save the letter — click No. If you click Yes, all merge field information in the template will be replaced with the selected patient’s merge data.

Additional Tips

  • After the letter is printed, Easy Dental automatically adds an entry to the patient’s Office Journal, indicating that a letter was sent to the patient.
  • To edit a template, select the template, click the Edit button, make your changes, and click OK.
  • To create or delete a letter template, read Adding Letters to Quick Letters or Deleting Letters from Quick Letters in Easy Dental Help.
  • For additional information on managing Quick Letters, read Quick Letters in Easy Dental Help.