When you set up a Direct Debit for a patient, you can get them to sign an agreement (or mandate) for the Direct Debit.

Document Set Up

You should create a Word document containing the information you want to include on your mandate.

Your letters should be saved in the appropriate folder ready to be attached in Maintenance. You can find the folder location by navigating to Maintenance, Branch & System and then Branch Full Config.

When you have saved your content for each of your Direct Debit communications in the correct folder, you need to input 'placeholders' in order for the patient's details to be mail merged into the document. To do this, you need to export a sample mail merge file from i-Clarity to use in your document.

1. Log into i-Clarity and go to any patient record.
2. Click 'Extras' and then 'Create Sample Merge File'.
   
   
   
   
3. Take a note of the file path that the file has saved to from the pop up message.
   
   
   
   
4. Go to your Word document that contains your letter and click on 'Mailings'.
   
   
   
   
5. Click 'Select Recipients' and then 'Use Existing List'.
   
   
   
   
6. Find the file using the file path you noted.
   
   
   
   
7. Select the AdHocSampleMerge file and click 'Open'. This will open a new window. Click 'Ok'.
   
   
   
   
8. In Mailings, go to 'Insert Merge Field' and select the field you want from the list.
   

Once you have inserted all of the information, you can save your document. If you have not already done so, make sure that the document is in the correct folder depending on the file path set out in Branch Full Config in Maintenance.