The Mail Merge control on the Ruleset group items allows you to create clinical data fields that can be used to create a patient based mail merge template using Microsoft Word. This document can be generated during a consultation or used as a recall letter against a generated list of patients.
This control on the menu is used on a Rule Node containing a single Rule only. This is because the Mail Merge control on the ribbon is set to read only the top level rule in a rule node. If you have a rule node containing multiple rules you must set up the Mail Merge control using the Rule Builder function.
• Highlight the rule node containing a single rule you want to use.
• Click on the Mail Merge control.
The Mail Merge settings pop up appears referring to the Codeset that is contained within the Rule Node.
• Click on the Add tick box to activate the options.
• Add a Field name. Note: This cannot contain any spaces.
• Select the clinical data you want to display from the Codeset.
• Once complete, click OK.
Once a rule node has been set up as a mail merge, the rule can be identified by a grey border:
NOTE:
When creating a Data Extract a Register Node must be in place.
The amount of data outputted as a mail merge field is dependant on the restriction criteria used in the rule. A rule can be written to output single or multiple lines of clinical data .