Akela wants to send letters to current patients apprising them of the latest changes in Health Insurance Portability and Accountability Act (HIPAA) requirements. She has already written the letter, and now she will use her Outlook contacts list to create the mail merge.
Akela's Outlook contacts list includes all the patients who have had an appointment in the last 10 years, but she only wants to send letters to current patients only. How can she modify the recipients list to only include current patients?
What will be an ideal response?
Akela needs to filter her recipients list to only include current patients.
She should do the following:
1. Click the Edit Recipient List button in the Start Mail Merge group or in step 3 of the Mail Merge task pane to open the Mail Merge Recipients dialog box.
2. Scroll right if needed to display the Patients field.
3. Click the Patients column heading list arrow, then click Current on the menu that opens.
A filter is applied to the data source so that only the records with "Current" in the Patients field will be merged. A grayish-blue arrow in the Patients column heading indicates that a filter has been applied to the heading.
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