Choose Mail Merge Document and Recipients

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.

   

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