Create Simple Mailing Labels

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Description

This Quick Guide covers how to create simple mailing labels using Reports in Curve.

Steps

1. Create a Patient Demographics report with the following columns:

   • First Name
   • Last Name
   • Mailing Street
   • Mailing City
   • Mailing State/Province
   • Mailing Postal/Zip
   • Status

   Pro-Tip: Do not use "Mailing Address," as that combines everything into one cell. Using individual components allows the mail merge to sort and format correctly. If you only want current patients, add a filter for Status equal to Active, New Patient.

2. Once you have the report with the correct data, click CSV in the top right. This generates the Excel spreadsheet that will serve as your data source. 
3. Open a blank page in Microsoft Word.
4. Click the Mailings tab.
5. Click Start Mail Merge and select Labels.
6. Choose your label type (e.g., Avery 5160).
7. Click Select Recipients and choose Use an Existing List.
8. Browse to the Excel spreadsheet you generated in Step 2, select it, and click Open.
9. If a File Conversion window appears, simply click OK.
10. Click Address Block and ensure the name is displayed in your preferred format (e.g., First Last), then click OK.
11. Click Match Fields.
12. Map the fields from your spreadsheet to the Word labels (e.g., match "Street Address" to "Mailing Street") and click OK.
13. Click Update Labels to apply the format to all labels on the page.
14. Click Preview Results to verify the information.
15. Click Finish & Merge and select Print Documents.