Use the Online Forms Letter Queue

Use the Letter Queue function to generate mail merge documents that have been linked to processed online forms. This feature is especially useful for capturing certain forms into the patient's correspondence history, and provides a way to print completed health history forms for your patients to sign.

Get Started

Assign Documents to Online Forms - Use the Online Forms editor to select a style for your online forms, categorize form questions, assign Patient Reward points for completing a form, and link mail merge documents to processed forms. See "Set Up Online Forms" for details.

Enable Alert (Optional.) Enable the Create alerts for forms that require signatures option in the Automated Alerts section of the Online Forms Alerts editor to activate an alert whenever a patient is linked to an online form that has a mail merge document associated with it. The alert is automatically removed once the document is merged or deleted. See "Set Up Online Form Alerts" for details.

How to Get Here

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You can also initiate linked mail merge documents while viewing the patient's Online Forms page. See "View & Update Online Form Results" for details.

Use This Feature

Select Document - Select the document you want to merge from the Letter Queue section of the Online Forms window.

Initiate Merge - Click Merge to generate the mail merge document in View mode (See "View Mail Merge Documents" for details.) This also adds a digital copy of the document to the correspondence history, and removes it from the Online Forms Letter Queue.

Delete the Document - Click Delete to remove the letter from the Letter Queue without merging it.

More Information

Ready-To-Use Online Forms Document - The OII Health History.doc letter, supplied with your system, creates a standard health history form and merges it with the patient's responses. Contact Ortho2 if this letter is not available in your list of mail merge documents.

Use Online Forms Variables - Include online forms variables in mail merge document to automatically include those details in the letter. See "Mail Merge Variables" for details.

• Use Online Forms
  • Download & Link Online Forms
  • Fill Out an Online Form
  • Online Forms Letter Queue
  • View & Update Online Form Results

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