The Mailing Labels Report in CAREWare is a convenient way to create mailing labels for a large number of clients. Providers may use the feature for mailing reminders for enrollment, medical visits, and other routine tasks.

• How to Include Clients in the Mailing Labels Report
• Creating Mailing Labels in CAREWare
• Custom Filters for the Mailing Labels Report

How to Include Clients in the Mailing Labels Report

In consideration for client privacy, CAREWare limits the clients included in the Mailing Labels Report based on the Include in mailing labels report? option in each client record. The client is included in the Mailing Labels Report if the box is checked.

1. In the client record, click on Demographics in the left menu.

2. Click on Contact Information.

3. Check the box for Include in mailing labels report?

 

CAREWare automatically completes the fields for the mailing address using the main contact information.

4. Verify the mailing address for the client and make any updates, such as a PO Box where the client prefers to receive mail.

5. Click Save.

 

Creating Mailing Labels in CAREWare

1. Click on Reports in the left menu.

2. Click Mailing Labels Report.

 

3. Click Edit to modify the configuration for the mailing labels, such as provider, which clients to include, and other options.

Provider: Domains to include in the Mailing Labels Report.

Clients to Include: Options are All Clients, All Clients with ‘Active’ Enrollment Status, All Clients Not ‘Deceased’ or ‘Inactive/Case Closed’, All Clients with Services in Date Span

OnlyClientsWithStreetAddress: If checked, excludes clients without street addresses in CAREWare.

Sort By: Options include Last Name, First Name or Zip Code.

Hide Personally Identifying Information: Hides PII from the Mailing Labels Report.

Apply Custom Filter: Used to filter the clients based on criteria set in the custom filter.

 

4. Click Save.

 

5. Click Run.

 

Custom Filters for the Mailing Labels Report

The Mailing Labels Report can be limited to clients who meet more specific criteria with the Custom Filter feature. For example, providers may want to run the report for clients with an enrollment date within the next 90, clients who have not had a medical visit in the past 12 months, or clients within a specific county.

1. Click Edit Filter.

 

2. Click Add.

Manage: Edit an existing criterion for the filter.

Add: Add a new criterion for the filter.

Move Up: Move a criterion up in the filter order.

Move Down: Move a criterion down in the filter order.

Delete: Delete a criterion for the filter.

Template: Add a field selection template. This will replace any fields already listed with the field selections in the template selected.

Back: Return to the Mailing Labels Report menu.

Print or Export: Print or export the list of criteria for the filter.

Hide/Show Columns: Chose the columns to show in the filter list.

 

3. Choose the report fields to use for the subfilter.

 

4. Click Back.

 

 

5. Click Edit.

 

 

6. Check the box for Apply Custom Filter.

 

7. Click Save.