Firstly we have the database, where the client details can be entered. Not only does it automatically change the recognised data to the right format, but it also shows them what data is missing. Red is vital data used in the letter, amber is data that could be used, but currently is not, and green is data that may not be required (like line 2 – 4 of the address). It will also show them if the database passes, if all of the data required for the letter is available. They can select any contact and change it to ‘ignore’ and then the whole line will grey out, and that client’s details will not be used, and they will not be available for the letter selection.
Here is the first client’s details selected, based on the layout of the letter done earlier. As you can see, all of their details have populated the letter template. Please note that Spreadsheet Solutions typed this letter as an example.
I needed to send letters to all my patients informing them of a change in clinic address and opening hours. Spreadsheet Solutions understood my company needs and provided me with an easy to use programme in which I could create my letter and select simply select the patient’s information to be added in the correct places without me having to type each one out.
Any information regarding Spinal Elements Chiropractic that was already in the programme could easily be changed by myself if need be.
A problem that I encountered was that due to patient confidentiality I was unable to give Spreadsheet Solutions my existing patient database to input into the programme. They professionally dealt with this creating me an empty database into which I could transfer my own data. Richard talked me through doing this over the phone along with how to use the programme.
I found the programme user friendly and logical to use. In all this “letter creating programme” has saved me precious time and I have no doubt that I shall be making good use of it again and again.
I would like to say a huge thank you to Spreadsheet Solutions for their great product and service.