Pull Data to Print a Label

Labels cannot be directly run in the System. However, you can use one of the following reports to create a list to export for use in Microsoft Excel to create labels.

There are four reports that can be used to generate address data.

• Custom Appointment Query (CAQ)
• Custom Patient Query (CPQ)
• Custom Encounter Query (CEQ)
• Recall Query Report

• If the Recall Report is used, all columns that do not contain the name, address, city, state, and zip code will need to be removed.

Export the List

• Export the results to a CSV file.

• Once you have formatted the report with the criteria that you need, use the Excel icon to export it to a csv file.

• Save the csv file as an Microsoft Excel document.

• Use Microsoft mail merge to create and print to your local printer or label maker.

• This article is helpful in creating your labels: Microsoft Print mailing labels (External link).