Print Mail Merge Documents

Use the Print mail merge action to send merge documents to a printer, as well as the appropriate correspondence histories. You may choose to generate an envelope along with the document to facilitate mailing.

Use This Feature

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 Cloud 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 use the Search field to find the document(s) you want to work with.)

   

   To add or remove a document from your "Favorites" list, simply drag and drop it from the Documents list. Adding a document to "Favorites" does not remove it from the "Documents" list.

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 "Create and Edit 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 "Create and Edit Mail Merge Documents" for details.

   Subgroup -Select this option, then choose the subgroup to send the document to. See "Subgroup Editor" for details about creating subgroups.

   

4. Choose Merge Action - Choose the Print merge action.

   Edge Signature Documents - When you select to merge an Edge Signature document, you must use the Sign merge action: If you select any other merge action, you will not be able to digitally sign the document. See "Edge Signature" for details.

   

5. Include / Omit Envelope - If the selected document has a corresponding envelope, and you enable the Envelope option, the merge will print the envelope as well as the letter. (See "Create and Edit Mail Merge Documents" for details about assigning envelopes to documents.)

   

6. Select Printer - When you print a mail merge document, it will be sent to the printer that is assigned to the Printer Type (i.e. Letter or Letterhead) you have selected for this document in your Mail Merge Documents editor. You can use the Printers button on the Mail Merge screen to open the Printers window and review the printer assigned to the Printer Type. To change the printer to use, click the Printer Type to work with, and select from your list of installed printers. Or, leave the printer name empty to be prompted for the printer to use at the time if printing. If you are printing both a letter and corresponding envelope, note that the documents may be printed on different printers. (See "Set Up Printer Types" for details about maintaining your list of printer/document types.)

   

7. Finish - Click Merge to print the document immediately, or click Queue to add the document to your mail merge queue for printing at a later time. When processed, the document will be sent to the printer that corresponds to the document's Printer Type, as determined in the Printers option described above, and permanently added to the appropriate correspondence history.

   Merge Now - Click Merge to complete the process immediately.

   

   Merge Later - Click Queue then select the Print output type to add the document to your mail merge queue to print later. Documents are not added to the correspondence history at this point. See "Mail Merge Queue" for details.

   

More Information

Correspondence History Records - Once processed, your mail merge documents are automatically added to the appropriate correspondence history, in .PDF format. Depending on the document selection type, it may be recorded in multiple correspondence histories, such as both the dentist and patient histories. (See "Create and Edit Mail Merge Documents" for details.)

View & Edit, Then Print Option - You can also first view and edit a merged document before printing it and adding it to the correspondence history. This feature is especially useful if you need to make changes to the final output before permanently adding it to the patient's record. See "View Mail Merge Documents" for details.

Automate Mail Merge Documents - Use the Merge Letter workflow activity to generate a specific merge document for the patient whenever the activity is triggered by a workflow. See "Workflow Activities" for details.