Capture Merge Documents to Correspondence Histories

Use the Capture mail merge action to send merged documents to the appropriate correspondence histories, in .PDF format, without printing them or emailing them to the recipients. Mail merge documents you choose to print or email are automatically captured to the appropriate correspondence histories with no further action from you.

1. Initiate Mail Merge  Home ribbon bar > Reporting section > Mail Merge. (You might also be able to open this feature from the Quick Access toolbar at the top of your Edge window.)

   

2. Choose Document to Merge Select a document name from your Favorites or Documents list, at the left of the Mail Merge window. (You can also search for the document you want to work with.)

   

3. Choose Recipient(s)  Choose whether to merge the document for all records, a subgroup of records, or a single record. The choices you have for selecting recipients depend on the "selection type" of the document you chose to merge. (See "Set Up Mail Merge Documents" for details about assigning document properties.)

   Single record Select this option to generate the document for an individual record. If a patient folder is open when you initiate mail merge, that patient is the default, and the Mail Merge window tab displays that patient's name for your reference.

   You can use the Search field to look for a different patient, if needed. The document's "selection type" property determines whether you will search for a patient, responsible party, or other party, and whether additional information, such as the patient's scheduled appointments, is included in the search.

   In addition, if you selected a document with the "selection type" property of Professional, Responsible Party, Patient Professional, or Patient Responsible Party, the list of records associated with the active patient appears for you to choose from.

   In this example, the default patient is automatically selected. You can click the Search icon to look for a different patient.

   

   This example shows the active patient's professional records, for merging a Professional type letter. The active patient's name remains on the Mail Merge tab for your reference.

   

   Note the difference between 1) a Professional or Responsible Party type letter and 2) a Patient Professional or Patient Responsible Party letter type: When you merge a document for the first letter type, the document will merge for each patient who is associated with the selected professional or responsible party. However, when you merge a document for the second letter type, the document will merge only for the active patient, addressing the professional or responsible party you selected.See "Set Up Mail Merge Documents" for details.

   Subgroup Select this option, then choose the subgroup to send the document to. See "Set Up & Manage Subgroups" for details about creating subgroups.

   

4. Choose Merge Action Choose the Capture merge action.

   

5. Include / Omit Envelope If the selected document has a corresponding envelope, and you enable the Envelope option, the merge will generate a separate envelope file, in .PDF format that will also be added to the appropriate correspondence history. Then, if you ever need to print and mail the document, the corresponding envelope is ready for you to print as well. (See "Set Up Mail Merge Documents" for details about assigning envelopes to documents.)

   

6. Finish Click Merge to complete the capture immediately, or click Queue to add the document to your mail merge queue for future processing.

   Merge now - Click Merge to complete the process immediately. The document will be added to your server's upload queue, and permanently added to the appropriate correspondence history.

   

   Merge later - Click Queue to add the document to your mail merge queue for future processing. Once processed, the document will be added to your server's upload queue, and permanently added to the appropriate correspondence history. See "Use Mail Merge Queue" for details.

   

More Information

Correspondence History Records - Once processed, your mail merge documents are automatically added to the appropriate correspondence history, in .PDF format. Depending on the document selection type, it may be recorded in multiple correspondence histories, such as both the dentist and patient histories. (See "Set Up Mail Merge Documents" for details.)

View & Edit, Then Capture Option - You can also first view and edit a merged document before capturing it to the correspondence history. This feature is especially useful if you need to make changes to the final output before permanently adding it to the patient's record. See "View Mail Merge Documents" for details.

• Use Mail Merge
  • Capture Merge Documents to PDF
  • Email Merge Documents
  • Print Merge Documents
  • View Merge Documents
  • Merge Queue

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