Insert Findings Variables

You can insert both the short and long descriptions of your patients' treatment findings into your mail merge documents, and print them in either list or paragraph form.

1. Create or edit a mail merge document. See "Set Up Mail Merge Documents" for details.

2. Position your cursor where you want to place the information in your document.

3. Open variable menu - Open the Add-In menu (if needed). Select the Edge Fields menu to display a list of variable categories, most of which have subcategories.

   

4. Choose Findings category - Select the Treatment Findings or Miscellaneous Information category.

   

5. Select format - The format determines whether to print the short or long description, and whether to print the descriptions in a list, or one after the other in paragraph format.

   

   Short Response , Return Delimited - This option prints the short clinical responses. If a patient has multiple responses for the variable, a line feed (carriage return) will separate them to form a vertical list.

   Example merge code after selecting the variable, described below (the Short_C indicates the format you chose) - {MERGEFIELD Initial_Findings_ARCH_DISCREPANCIES_Short_R}

   Short Response, Comma Delimited - This option also prints the short clinical responses. If a patient has multiple responses for the variable, they appear one after another, as if in a paragraph, with a comma between each response.

   Example merge code after selecting the variable, described below (the Short_C indicates the format you chose) - {MERGEFIELD Initial_Findings_ARCH_DISCREPANCIES_Short_C}

   Long Response, Space Delimited - This option prints the full sentence layman's responses. If a patient has multiple responses for the variable, they appear one after another, as if in a paragraph, with one space between each response.

   Example merge code after selecting the variable, described below (the Long_S indicates the format you chose) - {MERGEFIELD Initial_Findings_ARCH_DISCREPANCIES_Long_S}

   Long Response, Double-Space Delimited - This option prints the full sentence layman's responses. If a patient has multiple responses for the variable, they appear one after another, as if in a paragraph, with two spaces between each response.

   Example merge code after selecting the variable, described below (the Long_D indicates the format you chose) - {MERGEFIELD Initial_Findings_ARCH_DISCREPANCIES_Long_D}

6. Select variable - Click the category and variable that you want to insert into your document. You will then see the merge code, as described in the format selection, above.

   

7. Review & edit the variable code - Once you have properly inserted a variable, it appears in the text of your document. (If you do not see the codes, press ALT+F9.) You can manually copy, paste, and edit the code to change it into another variable, but be careful - spelling counts! This feature is particularly useful for adding a series of related variables, such as treatment findings, to a letter.

   

8. Save & exit - Click the X in the upper right corner of the Word document window. As you exit, you have the opportunity to save the document.

More Information

Toggle Merge Code Display - When creating and editing documents with mail merge codes (such as variables and conditional statements), it is helpful and sometimes necessary to be able to see the codes. During regular daily use, however, you may wish to have them off. While different versions of Word have different ways of accessing this setting, an easy way to toggle the merge code display, regardless of your version of Word, is to press ALT+F9 on your keyboard.

• Set Up Mail Merge
  • Create or Edit Mail Merge Documents / Document Editor
  • Create and Assign Envelopes
  • Merge Tools - "Ask for Information" Fields
  • Merge Tools - Conditional Statements
  • Merge Tools - "Fill In" Fields
  • Merge Tools - Findings Variables
  • Merge Tools - Patient Images
  • Merge Tools - Signatures
  • Merge Tools - Variables
  • Printer Types Editor

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