Mail Merge Document Selection Type
The Selection Type property determines the nature of the data to be
merged with your letter. Note that this property works with the Email To property to determine which correspondence history (or histories) will receive a copy of the generated merge document.
Appointment
- Select this type to merge appointment details from a patient’s appointment history into a letter. When you generate this type of document for an individual patient that has multiple appointments scheduled, you must select the appointment date you want to work with.
Documents with this selection type use Appointment merge variables, such as Appointment Date Time, Appointment Next Date, and Appointment Next Procedure.
The Missed Appointment letter that comes with your Edge system is an example of an Appointment selection type document.
Mail merge saves a copy of Appointment type letters in the patient's correspondence history.
Contract - Select this type to merge financial details for a patient's contract into a letter. When you generate this type of document for an individual patient that has multiple contracts, you must select the contract you want to work with. (To merge contract proposal details, use the Patient Responsible Party type instead.)
Documents with this selection type use Contract merge fields, such as Contract Balance, Contract Total, Initial Fee, Contract First Period Date.
The Past Due Contracts and Truth In Lending documents that come with your Edge system are examples of Contract selection type letters.
Mail merge saves a copy of Contract type letters in the patient's correspondence history. When you expand the correspondence history, the To column indicates the responsible party name.
Employer - Select this type to merge details from an Employer record into a letter. You might use the Employer selection type, for example, to generate open house notices or to send holiday cards.
Family - Select this type for letters that you want to send to each patient member of a family. Mail merge saves a copy of Family type letters in each patient's respective correspondence history.
Insurance - Select this type to merge details from an Insurance Company record or from a patient's Insurance Detail page.
Documents with this selection type use Insurance and Insurance Detail merge fields, such as the insurance company address details, or subscriber-specific insurance detail fields.
You might use the Insurance selection type, for example, to create a document containing insurance details that you submit on behalf of a patient.
Mail merge saves a copy of Insurance type letters in the patient's correspondence history.
Office Contacts - Select this type to merge details from an Office Contacts record into a letter. You might use the Office Contacts selection type, for example, to generate open house notices or send holiday cards.
Online Form - Select this type to merge data from online forms submitted by patients and/or responsible parties.
Documents with this selection type use Patient and OII Health History merge fields. Note that letters that use online form data must be set to this selection type for the data to merge correctly.
The OII Health History and custom health history forms that come with your Edge system are examples of Online Form selection type letters.
Mail merge saves a copy of this type of letter in the patient's correspondence history.
Operator - Select this type to merge data from the Operator editor and your employee records.
Documents with this selection type use Human Resources fields.
You might use the Operator selection type, for example, to create a document containing data from your staff records, such as performance review documentation.
Mail merge saves a copy of this type of letter in the associated employee's HR Manager correspondence history.
If your Security editor does not allow you access to the HR Manager and/or HR Manager Compensation areas of your system, those variables will appear blank in merged Operator documents.
Other Referrer - Select this type to merge details from records in your Other Referrers editor.
Documents with this selection type use Other Referrer merge fields, including the referrer name and address details.
You might use the Other Referrer selection type, for example. to generate open house or office event notices, or to send holiday cards.
Mail merge does not save a copy of this type of letter in any correspondence history.
Patient - Select this type to merge data from the patient folder, including letters you send to the patient, responsible party, dentist, referrer, other professional, or insurance company regarding specific patient data.
Examples of merge fields that are commonly used in Patient type letters include Patient, Responsible Party, Treatment Findings, etc. fields.
You can find many examples of Patient type letters in the documents that come with your Edge system.
Mail merge saves a copy of Patient type letters in the patient's correspondence history. If the patient has multiple responsible parties, a document will be generated for each party, and saved in the patient's correspondence history separately.
Patient Professional - Select this type to merge professional and patient details into the same letter. When you generate this type of document for an individual patient that has multiple professionals, you must select the professional you want to work with.
Documents with this selection type use Patient and Professional merge fields.
You might use the Patient Professional selection type, for example, to generate letters going to professionals on behalf of their patients, such as consultations or extraction requests.
Mail merge saves a copy of this type of letter in both the patient's correspondence history and the professional's correspondence history. When you expand the patient correspondence history, the To column indicates the professional's name, while the To column of the professional correspondence history indicates the patient name.
Patient Responsible Party - Select this type to merge responsible party and patient data into the same letter. When you generate this type of document for an individual patient that has multiple responsible parties, you must select the party you want to work with.
Documents with this selection type use Patient and Responsible Party merge fields, and contract proposal fields. (To merge active contract fields, use the Contract type instead.)
You might use the Patient Responsible Party selection type, for example, to generate letters going to responsible parties on behalf of a specific patient, such as consultations, treatment updates, or consent forms.
Mail merge saves a copy of this type of letter in both the patient's correspondence history and the responsible party's correspondence history. When you expand the patient correspondence history, the To column indicates the responsible party name, while the To column of the responsible party correspondence history indicates the patient name.
Patient Res Party Professional - Select this type to merge responsible party data, patient data, and professional data into the same letter. When you generate this type of document for an individual patient that has multiple responsible parties and professionals, you must select the combination of parties you want to work with.
Documents with this selection type use Patient and Responsible Party merge fields, and contract proposal fields. (To merge active contract fields, use the Contract type instead.)
You might use the Patient Responsible Party selection type, for example, to generate letters going to responsible parties on behalf of a specific patient, such as consultations, treatment updates, or consent forms.
Mail merge saves a copy of this type of letter in the patient's correspondence history, the responsible party's correspondence history, and the professional's correspondence history. When you expand the patient correspondence history, the To column indicates the responsible party name, while the To column of the responsible party correspondence history indicates the patient name.
Professional - Select this type to merge details from records in your Professionals editor into letters that do not need specific patient data.
Documents with this selection type use Professional merge fields.
You might use the Professional selection type, for example, to generate letters going to professionals for non-patient reasons, such as open house or office event invitations, lunch-and-learn opportunities, or holiday cards.
Mail merge saves a copy this type of letter in the professional's correspondence history.
Responsible Party - Select this type to merge details from your responsible party records into letters that do not need specific patient data.
Documents with this selection type use Responsible Party fields.
You might use the Responsible Party selection type, for example, to create forms that must be filled out prior to a patient beginning treatment, such as consent forms, and health record agreements.
Mail merge saves a copy of this type of letter in the responsible party correspondence history.
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