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Purpose: This document will give step-by-step instructions on how to create a new Word Processing template document within DVMAX. When configured, the templates (called Protected Documents in DVMAX) will pull in client and patient specific information. Word processing documents can be printed, emailed, or faxed. *Faxing is an additional service which must be purchased through your DVMAX Account Manager.
*Tip - review the following document (Sending Targeted Marketing Letters) to use DVMAX Word Processing documents to help with the marketing needs of your practice!
Creating a New Patient Document
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