Instructions on Satori's integration for Mail Merge to Word

This help page will detail some of the new features Satori has for using MS Word as the document program for mail merging information from Satori.

While there are several features and an actual Word button on the Patient Info form, most of the integration features are only in version 7.20 and higher.  Contact Satori for the latest upgrade if you have an earlier version and wish to take advantage of the new features.

Some initial settings that will allow you to work more efficiently with Word will need completed before you can use the features.

Click on System, then Options.  The Presets tab of that dialog has a Word Template Directory location that needs assigned before you can use some of the Word integration.  This setting is per workstation so set it to point to the same location from anywhere on your network if you wish to access the same templates from different workstations.

Next Click the PDF tab and select Paperport Black and White Image as your PDF printer.  This is the application that Satori has chosen to do some of the automation it is capable of.  The press OK to save those settings.

Next Click System, then Presets.  Highlight the Pt Classes tab and then double click or highlight and press Edit the class you wish to assign instant letter buttons for.  Satori will then name and link word docs that will appear as buttons on the Pt Info form.  The 3 check boxes after each line give you options for opening, auto printing, auto copying to Pt folder as .doc and as .pdf and also closing word.  This will allow to take predefined templates you have written or imported into word and merge information from the patient's file into the letter and then do several different things after.  Of course you can always press the Word button on the toolbar and select which word doc you wish to open, and also check whether you want Satori to look for bookmarks to insert data into.  There are 2 documents that help explain how Satori uses Word to put information from the Patient's file into a document.  They are listed as links below.

instructions and example of merging from Satori.doc

satori data bookmark names.doc

To convert your old merge documents in Satori, click System, Administration, Folders, Import and convert a Satori TXT Merge file to MS Word.  You can then select one or your old merge documents, usually stored in your data/merge folder, to a MS Word format.  Satori will insert bookmarks, but you will have some fixing up to do on the document, as the .txt does not use word wrap and spacing, and many other things that Word does.