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Mail Merge Template & Guidance

Export to Letters - managing templates and how to mail merge

Updated today


Sending multiple Letters? Personalised in bulk...

When you need to send a Letter invite to Patients:

  1. filter to the relevant batch (e.g. No Invite in last x days, Not Yet Booked, Letter only Contact Details)

  2. Select all (top checkbox in top left of the table)

  3. Click Export and 'Export for Mail Merge'

  4. Click Export to csv (bottom right)

  5. Record as Invite (to track this invite being sent)

  6. Use the word template, adjust to your sized window envelopes and save

  7. Load the downloaded csv into word

  8. Print

We'd recommend using the opportunity to encourage patients to share an Email or Mobile Number if one is missing. This reduces time, printing and postage costs for future letters.

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