The CPR+ Merge Interface with MS Word® allows you to create customized documents and merge data directly from CPR+. Before proceeding, you should already be familiar with Microsoft Word and its functionality.

To access this section of CPR+, click the Utilities (8) button from the Main Menu, then click the Create Word Documents (D) button from the Utilities Menu. Document Templates can be created using data from the Patients, Physicians, or Insurance Company databases. The Patient database also contains information from Ancillary Providers, Orders and Patient Insurance. To select the table, just click on the appropriate radio button next to each choice.

To create a new template, select the fields you would like to include in your merge document. If you would like to choose multiple fields, make sure you hold down the <Ctrl> key while clicking on each field being selected. If you would like to choose multiple fields that are in a row, highlight the first choice, go to the last choice and hold down the <Shift> key while you click or press <Enter>. This will select a "block" of fields.

Once you have selected all of the fields you want to merge, click the Create (F2) button. CPR+ prompts you to name the template you just created. Names cannot contain numbers, spaces, underlines, etc. They must be made up of alphabetical characters only. Enter the name of the Template; click the OK button. At this point, the unformatted template is created and saved in your CPR+ Network Directory in the BPTemplates subdirectory.

Using Word® 2003 or Earlier

To insert the data fields into the document, click on the Insert Merge Fields icon on your toolbar. (If the Insert Merge Fields Icon isn't on your toolbar, right-click anywhere on your toolbar and click on Mail Merge. This opens the Mail Merge Toolbar. You can then click on the Insert Merge Fields icon.) This displays the Insert Merge Field screen.

MS Word 2003 Merge Feature

Check the Database Fields radio button. Double-click a field name to add it to the template. Continue adding fields until all of the information that you want is in this template. When you are finished, click the Close button.

With the fields in the document, you can begin formatting your letter as needed. When you have completed your letter, click the Save icon to save this template. This template is saved in the .DOT format and can be used with most recent versions of MS Word (2007 or earlier).

Click here for MS Word® 2007 instructions.

After you’ve created the template, you can create your documents / letters two different ways – in a batch from the Utilities menu or one at a time from the appropriate individual menu.

To create a group of letters, select the Use Existing Template tab from the Word Menu. Select the Patients, Physicians or Insurance Company tables using the radio buttons at the top of the tab. Use the radio buttons to select how you will identify the records to print. All chooses all records in the selected table. Select allows you to choose specific records - use <Shift+Click> to select a block of records or <Ctrl+Click> to select multiple records. Like filters the list so you can choose from records based on the first letters of the Last Name or Company Name.

After you’ve selected the filters, click on the template you want to merge with and then click or press F2 - Create. CPR+ will merge the data you’ve selected with the Word template you’ve chosen and will open the documents for printing or revision in Microsoft Word.

To create a Word document from the individual record level, either for the patient, the prescriber, or the payor, click the Word icon on those menus (represented by a blue W).

From the patient level, the W icon is on the top of the main Patient Menu. Click the icon to open the Word Merge Templates form. Select the template, then click the Merge (F2) button. You can choose to open the document for editing or send it directly to the printer.

Letters to individual prescribers and payors can be sent using the same steps. Access the individual prescriber or payor records from the Databases menu. The prescriber’s Word Merge icon is on the main Prescribers screen.

The payor’s Word Merge icon is on the General / Billing tab of the Add / Modify an Insurance Company screen.

If you save individually created documents, they can be electronically assigned to patients, payors and prescribers using the CPR+ Document Management System.

Shameless training plug: Did you find this newsletter article helpful? Much of it was taken directly from the CPR+ F1 Help screens! Additionally, the CPR+ On-Demand Training course DOC150 has an entertaining (yes, entertaining) 15-minute course on creating templates for a Word Merge.

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