I put together some slides showing how I send birthday e-mails from OD using MS Word and Outlook mail merge.
Hope someone finds it useful.
Click the link to open:
https://docs.google.com/viewer?a=v&pid= ... y=CK7fi_IN
Birthday E-mails Mail Merge
- Hersheydmd
- Posts: 705
- Joined: Sun May 03, 2009 9:12 pm
Birthday E-mails Mail Merge
Robert M Hersh DMD, FAGD
Univ. of Penn 1982
Brooklyn, NY 11234
https://www.facebook.com/pages/Robert-M ... 1471599429
Univ. of Penn 1982
Brooklyn, NY 11234
https://www.facebook.com/pages/Robert-M ... 1471599429
- Hersheydmd
- Posts: 705
- Joined: Sun May 03, 2009 9:12 pm
Re: Birthday E-mails Mail Merge
I modified the Birthday Query to include non-patient and inactive patients, in case I want to send a birthday wish to someone who is not yet or no longer a patient. The list is sorted by PatStatus as well as Birth Day, with all the active patients listed first.
/BIRTHDAY REPORT BY MONTH. CHANGE THE DATES./
SELECT LName,FName,Preferred,PatStatus,Email,Birthdate
FROM patient
WHERE SUBSTRING(Birthdate,6,5) >= '11-01'
AND SUBSTRING(Birthdate,6,5) <= '11-30'
AND PatStatus<3
ORDER BY PatStatus, SUBSTRING(Birthdate,6,5)
/BIRTHDAY REPORT BY MONTH. CHANGE THE DATES./
SELECT LName,FName,Preferred,PatStatus,Email,Birthdate
FROM patient
WHERE SUBSTRING(Birthdate,6,5) >= '11-01'
AND SUBSTRING(Birthdate,6,5) <= '11-30'
AND PatStatus<3
ORDER BY PatStatus, SUBSTRING(Birthdate,6,5)
Robert M Hersh DMD, FAGD
Univ. of Penn 1982
Brooklyn, NY 11234
https://www.facebook.com/pages/Robert-M ... 1471599429
Univ. of Penn 1982
Brooklyn, NY 11234
https://www.facebook.com/pages/Robert-M ... 1471599429