Sending Letters in Bulk Using Integrated Word
You can send letters in bulk from any screen where there is a list of patients in SystmOne.
For example, the Appointment Ledger, the Caseload screen or Therapy Groups.
PLEASE NOTE: The information on the letter must be exactly the same for all patients.
Below are examples of sending letters in bulk from the Appointment Ledger and from
Therapy Groups.
From the Appointment Ledger
1. Right-click on the coloured session header at the top of your rota.
2. Hover the mouse over Actions (it has a spanner icon).
3. Click on Print Integrated Word Letters.
4. A list of the patients on that rota will appear. They will all have a tick by their name
by default. If you do not want a letter to go to one of them, remove the tick.
5. Click Ok.
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6. Select the letter template you want to send to all patients.
7. Click Ok.
8. Word will open and your letter template will appear. Make any additions or
amendments that will be sent to EVERY patient.
9. Click on Merge and Print. This will add each patient’s details onto a separate letter
before printing it.
The following box will appear as it does this:
The letter will be automatically saved in the patient record. You can view it from the
Journal or from Communications and letters in the normal way.
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From the Therapy Groups
1. Select the correct Therapy Group from the left-hand list:
2. Highlight the list of patients you want to send letters to by clicking on the top patient
and dragging down so all patients are highlighted in blue:
3. From the icons above the list of patients, Click on Print Letters using Integrated
Word:
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4. Select your letter type from the drop down list.
5. Click Ok.
6. Select the letter template you want to send to all patients.
7. Click Ok.
8. Word will open and your letter template will appear. Make any additions or
amendments that will be sent to EVERY patient.
9. Click on Merge and Print. This will add each patient’s details onto a separate letter
before printing it.
The following box will appear as it does this:
The letter will be automatically saved in the patient record. You can view it from the
Journal or from Communications and letters in the normal way.
V1 13/04/16 LPT SystmOne Change Team
Page 4 of 4