Use the Merge Queue to store mail merge documents waiting to be sent to patients, dentists and other professionals. Depending upon your office protocol, you may require that pending documents be verified before they are completed.
If you have selected the View merge action, you will be asked to specify the final document output (print, email, or capture) before the document is sent to the queue. In addition, if you first View a merge document, you can choose to add it to the queue directly from the viewing window. See "View Mail Merge Documents" for details.
In addition, if you are emailing the merge document, you can manually attach images or other files to the email message when you process the message from your Queue (rather than merging it immediately). See "Email Merge Letters" for details.
Use This Feature
After you have added documents to your queue, open the Merge Queue to review the list, add notes, approve final documents, and complete the merging process.
Add Notes Use the Notes column of the Merge Queue to leave messages regarding the status of pending mail merge documents.
Open Patient Folder Click a patient name in the Detail column to open that patient folder.
Add / Remove Attachments(Individual email output only.) If you specified email as a document's final output, you can use the Attachments column to select additional files, such as images or .PDF files, to include with the emailed merge document. Note that these files are in addition to any patient images that are embedded in the mail merge document itself. Also note that this feature is not available when you merge an email document immediately, instead of using the queue.
Approve Documents (Optional) Check the Ready field when the document has been approved for completion. This optional feature provides a way for doctors and other authorized persons to review and edit the list of letters selected throughout the day, and check off those that are approved and ready. The office staff then knows they can print and mail (or email) letters that are checked. Note that not all offices use this feature, so documents can still be processed, even if the Ready field is not checked.
Choose Documents to Work With Click a document name to individually select / deselect that letter. You can use the Shift key to click and select a sequence of letters, or use the Ctrl key to click and select multiple individual letters. You can also click Select All and Select None to choose the document(s) to work with. Letters you selected as a subgroup appear as a single document in the list, with no specific name following the document name.
Edit Selected Letters Click Edit to see the merged results of the selected letters in your word processor.
Correspondence history capturing option - If the Disable capturing to correspondence when printing a Merge Queue document being editedoption of your General User Options is enabled, mail merge documents that you send to the Merge Queue, then edit and print while in your word processor, will not be added to any correspondence history. You can save any changes you make to the output, then return to the Merge Queue to print or email the letter. At that time, the document will be recorded in the appropriate correspondence history. This provides a way for you to review and approve any changes made to mail merge documents before they are permanently added to correspondence histories.
Alternately, if the Disable capturing option is disabled, mail merge documents that you edit and print from the Merge Queue will be immediately added to the correspondence history and removed from the queue list. This eliminates the extra step of returning to the Merge Queue to print / email edited merge documents, but does not provide for review and approval of the changes.
Also note that while you can capture a merge document that you view directly from the Mail Merge feature, you cannot capture a letter that you view & edit from the Merge Queue.
Complete Selected Letters Click Complete to print, email, or capture the selected documents, according to the merge action you selected when you first chose to add the document to the Merge Queue. As letters
are completed, they are added to the appropriate correspondence
histories and removed from the queue.
Printer assignments are available from the Mail Merge selection window, and not from the queue window: To confirm that the correct printers are selected for each document type you will be printing, you must open the Printers option from your Mail Merge window. See "Print Mail Merge Documents" for details.
Delete Selected Letters Click Delete to remove the selected merge letter(s) from your Merge Queue. You must confirm your action before continuing. You might delete a letter that was incorrectly added to the queue, or to remove a letter that you printed while in Edit mode. (Remember, letters are not saved to the correspondence history when you view the document from the queue.
More Information
Reorder Data - Click a column heading to sort the findings data by that column. Click the same column heading to reverse the sort order.
Adjust Columns You can adjust both the width and location of the columns in the window. All columns return to the defaults when you exit and re-enter.
Adjust Column Width - Click the bar between two columns to reallocate the column space. Be aware that it is possible to adjust a column to be so narrow that you no longer see it.
Change Column Order - Click a column heading and drag it to a new location within the window. Other columns adjust accordingly.
After you select mail merge documents and recipients, and choose final merge action, click Queue to send the output to your mail merge queue, rather than completing the merge immediately. 
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