Technical Support

Custom Labels

Problem: Customer wants to create custom labels.

Cause: Customer needs custom labels.

Solution: Create a report with the label information. Then run the label printing routine from the VersaForm XL program.

The following assumes labels will be made from the INSPLAN.VFM file. The same steps would be followed to make custom labels from any file in the system. Substitute "INSPLAN.VFM" for the file that has the data you want to use.

Keystrokes: From the MD VersaForm Main Menu :

Select item #2 "Reports" and press <Enter>

From the Reports Menu select the data you want to work with. In this example it is #7 "Reference Listings" then, from the Reference Listings Menu select #3 "Insurance Plans". Finally select "VersaForm XL Report Function".

At the question mark give a name (maximum of six characters) for these labels – for example "INSLBL" for insurance labels.

When asked if this is a new report press <Enter> to accept the default "Y".

You will see the Custom Report Menu

Select item #1 "Set up the Report"

You will now be presented with the INSPLAN.VFM form.

Press <Enter>, move the cursor to the "Name" field and press "X". Repeat this process for each field you want printed on the label. Make sure you select the fields in the order you want them printed on the label. See below:

All the fields with stars are selected data fields. Information in these fields will appear on the labels. When done press "Q" then <Enter>. You will now be at the "Report Definition" screen.

This shows you what you have selected. You can sort the data at this time. Place a number in the "Srt#" column and press <F1>. In the above example the sort is on "Zip Code". Press <Ctrl+RightArrow> to see the "Options" screen. Fill in the fields as indicated:

Press <F2> to save the record. You will be returned to the Custom Report Menu.

Select #4 "Run the Report". The system will create a file called, in this case, "INSLABEL.TXT" that has your label information. Accept the default to the questions asked about path and file name.

When done press <Esc> until you return to the MD VersaForm Main Menu

Now select #6 "VersaForm XL Main Menu".

From this VersaForm XL Main Menu select #6 "Mailing Labels".

When asked for the drive and path press <Enter> to accept the default or enter the new drive and path first.

When asked for the name of the label file, enter the name of the file you created in the above steps – in this case "INSLABEL.TXT".

You will now select the type of label you will be printing to:

Highlight your choice and press <Enter>. Now you can set-up which data items print on which lines. In the "Line_of_the_label" field put the line you want that data to be printed on. Press <F1> after each entry. Here is an example:

When done press <F2> and your labels will be printed.

Notes: Labels for the entire Patient Ledger can be produced and printed by selecting item 21 "General Purpose Labels" from the "Patient Ledger Reports" menu (reached from the MD VersaForm Main Menu).

Any information that appears in any field in any VersaForm file can be printed to a label.

References: MD VersaForm Chapter #3 – Tutorial – Reports

VersaForm XL Chapter #3 – Preparing a Report, Chapter #7 – Reports and Chapter #10 – Print Mailing Labels.

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Email your support questions to tech@versaform.com

This information is provided as a courtesy.  VersaForm Systems Corporation has provided this information "AS IS" without warranty of any kind – express or implied.  In no event shall VersaForm Systems Corporation be liable for any damages whatsoever including direct, indirect, incidental, consequential, loss of business profits or special damages.