simnet 5 projects

USING MICROSOFT WORD 2016 Independent Project 5-6a

Step 1: Download start file

Download Resources

Independent Project 5-6a For this project, you customize a privacy notice for Courtyard Medical Plaza that includes merge fields for recipients’ names and employee information. This project has been modified for use in SIMnet®.

Skills Covered in This Project • Set a left tab stop. • Use the Mailings tab or Mail Merge Wizard to

create merged letters. • Use an Excel file as the data source for merged

letters.

• Filter and sort a recipient list. • Insert individual merge fields. • Apply formatting to merge fields. • Insert a date. • Preview merge documents.

IMPORTANT: Download the resource file(s) needed for this project from the Resources link. Make sure to extract the file(s) after downloading the resources zipped folder. Please visit the SIMnet Instant Help for step-by-step instructions

1. Open the PrivacyNotice-05-Letter.docx start file. If the document opens in Protected View, click the Enable Editing button so you can modify it.

2. The file will be renamed automatically to include your name. Change the project file name if directed to do so by your instructor, and save it.

3. Use either the Mailings tab or the Mail Merge Wizard to start a letters mail merge.

IMPORTANT: If using the Mail Merge Wizard, be sure to select Use the current document in Step 2 of the wizard.

4. Select the CourtyardMedicalPlaza-05 Excel file, downloaded from the Resources link, as the recipient list and select the Employees$ table in this file. Verify the First row of data contains column headers box is checked.

Note: If the Select Table dialog box does not open, the data may have been imported automatically.

5. Edit the recipient list. a. Filter for those recipients who are in the Accounting or Marketing departments. Hint: Use the

Filter and Sort dialog box. b. Sort the recipients by Last name in ascending order. c. Verify five recipients display in the Mail Merge Recipients dialog box.

6. Set a tab stop to align the merge fields. a. Select the four lines at the beginning of the document (“Name” through “Date”) and set a

1.25" left tab stop. b. Press Tab once at the end of each of these four lines.

7. Insert merge fields. a. Insert the Title, First, and Last merge fields after the tab on the “Name:” line. Ensure proper

spacing between fields. b. Select these three merge fields and apply bold formatting. c. Insert the EmpNumber merge field after the tab on the “Employee Number:” line. d. Insert the Department merge field after the tab on the “Department:” line.

8. Insert the current date after the tab after “Date:” (use January 1, 2018 format) and set the date so it does not update automatically.”

9. Preview the results. a. Check to ensure proper spacing between employee name merge fields. b. Preview each of the five recipients. After previewing the documents, turn off preview.

IMPORTANT: Be sure to turn off the Preview Results before submitting your file for grading.

Word 2016 Chapter 5 Using Templates and Mail Merge Last Updated: 1/9/18 Page 1

Name: «Title» «rirst» « Last» Em ployee Number: «Emp umbe.»

Department: Date:

«Department» Janu ary 1, 2018

Courtyard Medical Plaza

Notice of Privacy Practices

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THIS NOTICE DESCRIBES HOW MEDICAL INFORMATION ABOUT YOU MAY BE USED AND DISCLOSED AND HOW YOU CAN GET ACCESS TO THIS INFORMATION. PLEASE REVIEW IT CAREFUU Y.

In tllis not ice we use the t erms " we,· "m,'" and '"our" t o cfe5cribe Courtyard M edical Plaza {CMP).

WHAT IS "PROTECTED HEALTI-1 INFORMATION (PHI)?"

Your PHI is health inform ation that contains identifier:s , such a.s your name, Social Security numb-er , or other information ,hat reveals who you are. for example, your m edical record is f>HI because it includes your name and ot her identifiers. If you are a Courtyard M edical Pl aza m ember and al so an employee o· Courtyard M edical Pl aza, PH I does not incl ude the hea lth informat ion in 1•ou r empl oyment record5"

ABOLJT OUR RESPONSIBILITY TO PROTECT YOUR PROTECTED HEALTH INFORMATION

B1• I aw, we must :

1. protect he privacy of 1•ou r PHI, 2. t ell \'OU about your rights and our legal duties w ith respect to your PHI, and 3. t ell you about our privacy practices and foll ow our notice currently in effect.

W e take these responsibilities seriously and, a.sin t ile past, we will continu e to t ake appropriate steps to safeguard t ile privacy of your PH I.

YOUR RIGHTS REGARDING YOUR PROTECTED HEALTH INFORMATION

This section tells you aboLJt your rights regard ing you r PHI- for exa mple, your medica l arul billing records. It also -describes how you ca n exercise these r ights.

YOUR RIGHTTO SEE AND RECEIVE COPIES OF YOUR PROTECTED HEALTH INFORMATION

In general, you have a right to see and rec,;ive copies of your l'HI in designated record sets such as your medi cal record or billi11g records. If you would like rn see or receive a copy o· such a record, please write us. When you know t ile facility or m edical office wlle;re you received 1•ou r care, please 1vrite to us at that adcfre5s. If you need that address please call 1-559,-288-1660. However, if you don't know where t he record that you w ar.t is located, please write to us at the Office of Pr ivacy & Compliance, 1660 Alh an clra Way, Granite Bay, CA 95517.

Courtyard M edic.al Plaza Notice o · Privacy Practices

USING MICROSOFT WORD 2016 Independent Project 5-6a

Step 2 Upload & Save

Step 3 Grade my Project

Word 2016 Chapter 5 Using Templates and Mail Merge Last Updated: 1/9/18 Page 2

10. Save and close the document (Figure 1-90).

11. Upload and save your project file.

12. Submit project for grading.