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You can set up mail merge templates from the Vision Word Processor module. This enables you to create letters from your patient's record with specified information populated automatically.

  • First select whether Word or Vision Editor is the default word processor, see Selecting your Word Processor.
  • Next create the template letter, for example, for recalls or referrals, see Setting Up Template Letters.
  • From Consultation Manager, you can then attach an individual letter to a patient record.
  • When you merge a template letter with a group of patients in Patient Groups, you have the opportunity to view and edit the letter before printing.