Set Up Reports and Forms

Use the Reports and Forms editor to select the document to use as the message text when you email certain forms to your patients and parents, and to select the default form to use when multiple formats are available.

Open Reports and Forms Editor

Open the Reports and Forms editor from the Tools section of the Home ribbon bar.

Report Email Merge Documents

Use the Report Email Merge Documents section of the editor to select the merge document to use as the message text when you email certain forms to your patients and parents.

Default Forms

Use the Default Forms section of your Reports and Forms editor to select the default format to use for your forms. This is the format that will be used when you run the form from the Forms option of the Home or Patient ribbon bar. If you have purchased customized forms, you may choose your form as the default.

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.

More Information

Editor History - When you open more than one editor without leaving the Editors window, a history of those editors appears at the top of your screen. You can click a name in the history to return to any previously opened editor, easily going back and forth between editors. This is useful, for example, when you are working with editors that are related to one another, such as the Treatment Chart Style editor and the Treatment Chart List editor.