Labels can make the daily processes in your practice much easier. For ease of use, Genie allows you to print labels with patient clinical information directly from the Genie software.
Before you begin
Before printing labels from Genie you will need to ensure your printer is set up to work with the computer you are on. Labels an be printed either as a sheet (Avery 7 x 2) or individually using a Dymo LabelWriter.
Labels can be printed from many windows within Genie; these include the Appointment Book, Patient List, Account Holder List, Address Book and Patient Demographics. To print a label, press the Label button in one of these windows.
Please note: When printing labels from the Patient, Account Holder, or Address Book lists, ensure you are highlighting only the desired record/s then navigating to Records > Use Selected. If this step is not performed Genie will attempt to print labels for each record in the list.
Clicking on the Label button with a patient selected in one of the above windows will cause a drop-down menu to appear. This menu will have the option Built-in Labels and any other templates you have ticked Display in List for. You can use Genie's Built-in Labels for Avery 7 x 2 or Dymo Labels.
Select the best suited label from the drop-down list at the top of this window, and select the relevant radio button out of Avery 7 x 2 or Dymo Labels. If you are using Dymo labels, ensure you have your Dymo printer selected for the Labels entry in your Printing Preferences (File > Printing Preferences).
You are able to print up to 14 labels at a time by using the No of Labels drop-down menu. If you are using Avery labels, select your starting label by indenting it on the table in left. If you are using Dymo labels, select the correct size from the Select size.. drop-down menu.
If you find that your labels are printing outside of the margins, use the Edit Template button to open the 'Edit Form' window and adjust them accordingly. If you would like to adjust the entire label template, click and drag the mouse over the whole label template to highlight it, releasing the mouse once you have covered the template. The invisible references will now be visible.
Please note: If you open the Edit Form window via the Edit Template button, you may find that the label itself doesn't appear. You will need to resize or maximise the window so that Genie has enough space to display the label template.
You can nudge all fields left, right, up and down by pressing the arrow keys on your keyboard. You can save these changes by clicking the Floppy Disk button at the top and closing out of this Edit Template window.
Once you have configured your labels, click on the Print button.
Display in List will add the selected label to the label drop-down menu so that this window can be bypassed in future. You will not be able to select starting label or number of labels if you print directly from the label icon.
Reading through the information above, you might find that the labels and features being described don't match the ones you usually print. Perhaps you're not used to seeing the Label Selector window, or the information that prints on your labels is different to the information available in Genie's inbuilt templates.
It's possible you are using Genie's legacy label functionality. Before the Label Selector and the current templates, Genie handled labels very differently, storing the templates as customised files on your computer itself, loading these up whenever they are needed. The window/preferences for these labels can be accessed by holding the Alt/Option key when clicking the label icon and selecting Built-in Labels.
If you've had these configured for some time, these will still work, but we recommend using the more modern label functionality where possible. As a legacy feature, these older labels aren't something we are able to provide extensive support for. If you find that Genie's current label templates aren't what you need, you should consider using Merged Letters as Labels as a flexible and reliable alternative.
If you're struggling with your labels, then you may find some answers in our Troubleshooting Labels article.