Mail Merge Tool: Patient Images

You can add variables that will insert Edge Imaging patient images and layouts into your mail merge documents.

Use This Feature

1. Create or Edit a Document - You can add merge tools to new documents, or documents that you have already created. See "Create and Edit Mail Merge Documents" for details.

2. Position Your Cursor - Place your cursor in the document where you want the image to print.

3. Open Variable Menu - Open the Add-Ins menu (if needed). Choose the Select Fields option to open a window of variable categories, most of which have subcategories.

   

4. Choose Image - Click the Imaging tab at the top of the window. Then select the timepoint and the image or layout type to work with from the list. (You can also use the Search field to find the variable to use.) Click Insert (or double-click the image name) to add the image to the document. (If the image name variables do not match your imaging system,please contact Ortho2 for assistance.)

   

5. Position & Resize Image - You can click and drag the image box to the desired location. You can also hold down the Shift key, then click and drag the box handles to resize the image. (If you resize without holding the Shift key, your image proportions will become distorted.) We recommend identifying the image in the letter description (e.g. Dental Exam Notice with Facial Frontal Image ) to facilitate selecting appropriate letters.

6. Save & Exit - Click the X in the upper right corner of the Word document window. As you exit, you have the opportunity to save the document.

More Information

The Image Doesn't Show Up - The Imaging page of the patient folder must have the exact image type in the exact timepoint specified by the imaging box properties in order for the image to appear in the merged document.

Send Patient Images as Email Attachments - You can optionally include any merged patient images as individual attachments to email messages. While images are not included in the body of the email message, they are always embedded in the .PDF file attachment. See "Email Merge Letters" for details.