Mail-merge “placeholders” will enable patient’s details to be mail merged into your document. To begin this process, you need to export a sample mail merge file from i-Clarity to use in your document.

1. Log in to i-Clarity and go to the “further details” tab in patient records.
   
   
   
2. Click on the “Create Sample Merge Files” button at the bottom of the page.
   
   
   
3. Take a note of the file path that the file has saved to from the pop-up message
   
   
   
4. Go to your word document that contains your letter, click on “mailings” in the top bar (underlined below in blue).
   
   
   
5. Click “select recipients” from the ribbon that appears and then “use existing list”.
   
   
6. Find the file using the file path you noted from step 3. Select the merge file you are working on. Either RecallSampleMerge for recall letters or AdhocSampleMerge for ad hoc communication. Then click open.
   
   
   
7. This will open a new window. Click OK.
   
8. In “mailings” go to “insert merge fields” and select the field you want from the list.
   
   
   
9. Once you have inserted all the information you can save your document. If you have not already done so, make sure that the document is in the correct folder depending on the file path set out in the branches tab.