When you set up a direct debit for a patient you can get them to sign an agreement, or the mandate for a direct debit.

Document set up

You should create a word document containing the information you want to include on your mandate / agreement.

Your letters should be saved in the appropriate folder ready to be attached in the communications tabs.

You can find the folder location in the “Branches” tab of Maintenance:

When you have saved your content for each of your direct debit communications in the correct folder, you need to input “placeholders” in order that the patient’s details will be mail merged into the document. 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”.
   
   
   
5. Click “select recipients” then “use existing list”
   
   
   
6. Find the file using the file path you noted.
   
   
   
7. Select the AdhocSampleMerge file. Then click open. This will open a new window.
   
   
   
8. Click OK
   
   
   
9. In “mailings” go to “insert merge fields” and select the field you want from the list.
   

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.