Using the Merge Category/Indicator Option

The Merge Category/Indicator option is useful if you want to send a letter to a group of patients or invite patients by phone.

If you highlight a category you can select Merge Category or if you highlight a specific report line you can select Merge Indicator.

Merge Category

Merge Indicator

From this screen you can:

• Generate Merged Letters, see Generating Merged Letters.
• Invite Patients by Phone, see Inviting Patients by Phone.