Use the Reports & Forms editor to select the document to include with forms that you e-mail to your patients and parents, and to select the default form to use when multiple formats are available.
Home ribbon bar > 
Editors > General > Reports & Forms. (You can also search for the editor you want to work with.)
Click Editors from the Tools section of the Home ribbon bar.
Select General in the list at the left and elect the Reports & Forms option.
Report email merge documents - Use this section of the editor to select the merge document to use as the text of e-mail messages you send to patients and parents as a result of running certain types of forms.
In our example, when you choose to e-mail a Financial History, the Direct Payment merge document will be generated as the text of the e-mail message, with the Financial History included as an attachment.
Default forms - Use this section of the editor to select the default format to use for forms that have multiple formatting options, such as insurance forms and statements. When you run these forms from the Forms menu of the ribbon bar, your default format is generated automatically.
In our example, when you run Insurance forms from the ribbon bar, the resulting forms will be in ADA 2006 format.
Save Changes Click 
Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.
Correspondence history categories - Use the History Category editor to set up the categories for sorting and filtering the documents recorded in the correspondence histories and notepads of your patients, responsible parties, professionals, employees, and your practice. See "Set Up History Categories" for details.
"Email" contact style required - You must have a contact category record assigned to the Contact Style "email" in order for Edge emailing options (such as emailing forms, merge documents, and Edge Animations videos to patients, parents, and professionals) to function correctly. See "Set Up Contact Categories" for details.
System-wide settings - Any changes you make to these settings are immediately applied system-wide.
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Ortho2.com │1107 Buckeye Avenue │ Ames, Iowa 50010 │ Sales: (800) 678-4644 │ Support: (800) 346-4504 │ Contact Us
Remote Support │Email Support │New Customer Care │ Online Help Ver. 8/3/2015
