Jon

re using AC Report

Aha, I see what you mean. That really helps! Using AC report I was able to determine number of unique households and number of inactives. Thus I calculated total active patients which nails it for number of "Forever Stamps" to buy.

re mail merge and AC Report

I exported the AC Rolodex file of referring physicians as CSV file which works great with mail merge for envelope labels and "Dear Dr..." part of letters. Using Unique Households with the AC report would eliminate having to guard against duplicate mailings using my original thought of mailing individual patient letters using the AC letter writer. Of course the batch printing would be great too. If I use Unique Households and less than three years as the search criteria and then go to export is there a type of file it should be exported as for use in mail merge? My only experience with mail merge is "use existing file" and, as I mentioned, linking to a CSV file.

Thanks for your advice


Bob
Allergy
Mansfield, OH
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Where am I going and why am I in this handbasket?