Patients mailing list

Select the Order...

     This radio button group is to select the presentation order you want on the listing. The orders are as the following:

• Patient's ID # - This is the identification number in FertiSoft
• Last name - Alphabetical order by patient's last name
• City - This is the city CODE order, not the name of city itself, because cities are stored in the database as a code number, the order will be by this code number. To define the city code number, see the towns table section. (See Towns table)
• Zip code - This is the patient's address zip code. Very useful for mailing purpose by area.
• Phone number - This is the patient's home phone number. Very useful for mailing purpose by area.
• Date of birth - This is the patient's date of birth. It will give you a chronological listing by age.

Flags

     Under the "Select the Order..." box, there is the "Group by Couple" check box, it is for filtering out all the male patients, only female will be included in the printing.

     The "Active patients only" box is to filter only patients with this flag set in the demographic data.

Start and ending

     The "Starting FROM:" and "Ending AT:" fields are for building a range for the report according to the selected order in the "Select the order..." box. If the selected order is Patient's ID, the value entered in the field must be IDs. Example:

From: 900000 
    At: 910000

     This will create a list of patients ordered by ID numbers and within the range specified.

If the selected order is Last name, the value entered in the field must be first letters. Example:

From: BL 
    At: BM

     This will create a list of patients ordered alphabetically by last names and within the range specified. All patients with last name starting with BL up to and including BM, like "Black"

If the selected order is City, the value entered in the field must be town codes from the town system table. Example:

From: 000012 
    At: 000012

     This will create a list of patients ordered alphabetically by last names and with "Woburn" (code 000012 in the towns system table) as address' city. It is best to use zip codes for area filtering. This filter is good if you only want 1 or 2 towns and that you know the town code number.

If the selected order is Zip code, the value entered in the field must be valid zip codes creating a range for the area you want to filter. Example:

From: 01867 
    At: 01868

     This will create a list of patients ordered alphabetically by last names and with a zip code of 01867 or 01868 in the address. It is good to use zip codes for area filtering. This is very useful for creating mailing lists by region.

If the selected order is Phone number, the value entered in the field must be complete or partial phone numbers creating a range for the area you want to filter. When this option is selected, the parentheses and the dash forming the phone number are automatically inserted in the field, you only have to enter the numbers. Example:

From: (781) 942- 
    At: (781) 943-

     This will create a list of patients ordered phone numbers and with a phone number starting with (781) 942 or (781) 943 as the home phone number. It is good to use the phone numbers for area filtering. This is very useful for creating mailing lists by region.

If the selected order is Date of birth, the value entered in the field must be complete dates creating a range for the age you want to filter. When this option is selected, the slashes forming the date are automatically inserted in the field, you only have to enter the numbers. Example:

From: 01/01/1960 
    At: 12/31/1960

     This will create a list of patients ordered alphabetically by last names and with a date of birth during the year 1960.

Practice

Affiliation

     A combo box is a list of pre-selected choices. When you click on the little arrow to the right of the field, it will show a list of choices already entered in the system tables. Most of time, the information you need will be there, but if it is not, you will have to create a new entry in the system table. But make sure it is not already there to avoid duplication of data in the tables. You should ask the staff responsible for this administration function. You cannot manually enter these information fields. 

Select the Type of Mailing...

     There are 2 types of mailing list. The first type is "Envelopes", it generates and prints directly on number 10 envelopes. All you need is a printer loaded with #10 envelopes and you can create mailing list printed directly on the envelopes, which is more serious then labels. There is an example of envelope below.

     The second type is "ASCII delimited file" which is an electronic format accepted by most printing companies for mailing list. If you use this type, you must supply a complete file name where to create the list. You must have enough storage space to use this type of listing. The format is described at the bottom of this section.

File Name

     This field is used to supply a file name where to store the ASCII delimited file. It can be directed to a floppy (if there is enough space), a local drive or a network drive. Ex.: A:\Patients.asc

Choose the printer

     Clicking on the "Choose Printer" checkbox will activate a dialog window to choose your printer BEFORE it is previewed. This is useful if you want to change the target printer or change some of the printing parameters (See Printing Dialog).  This option is valid only for envelopes printing.

Direct to printer

     If this check box is checked, the printout will go directly to the printer, bypassing the preview screen. This option is valid only for envelopes printing.

     Clicking on the "Process..." button will start the printing generation. The process will build the report in memory. When the process finishes, FertiSoft will bring you to the print preview screen where you can visualize the listing as if it were on an envelop. From this preview, you can then decide to print it on # 10 envelops.

     The layout on this listing is data retrieved from the patient database for the filters you chose and only patients matching the filters will have an envelope printed. This is a summary listing showing standard demographic information.

Then each patient is listed like:

• Name and partner's name (if there is one)
• Home address
• Town, state and zip code
• Country (if different then USA)

     For complete information on how the preview window works, See Preview Window.

Example of an envelope: