Online Form Letter Queue
Use the online form Letter Queue to generate mail merge documents that have been linked to processed online forms. This feature is especially useful for capturing
certain forms into the patient's correspondence history, and provides
a way to print completed health history forms for your patients to sign. You can optionally be alerted whenever you open a patient folder for a patient with an online form waiting in the letter queue.
Assign Documents to Online Forms
Use the Merge Document section of the Online Forms editor to select the letter or document you want to assign to each of your online forms. Whenever a patient folder is linked to a completed online form, the linked mail merge document will be placed in your Online Forms Letter Queue, waiting to be merged. See "Online Forms Editor" for details.
Enable Letter Queue Alert
(Optional.)
Enable the Create alerts for forms that
require signatures option in the Automated Alerts section of the Online Forms Alerts editor to activate an alert when you open the patient folder for a patient with a merge document in the Online Forms Letter Queue. The alert is automatically removed once the document is merged or deleted. See "Online Form Alert Editor" for details.
Select the 
Services drop down from the Tasks section of the Home ribbon bar, and choose the 
Online Forms option to open the Online Forms window. Any forms that were submitted since the last time you opened the service are downloaded automatically. At any time, you can click 
Refresh in the Actions section of your Home ribbon bar to check for forms that were submitted while the service has been open.
The list of online form merge documents waiting to be generated appears in the Letter Queue section of the Online Forms window. Documents are added to this list when an online form with a linked mail merge document is downloaded and linked to a patient folder.
Select the document you want to merge, then click Merge to generate the mail merge document in View mode (See "View Mail Merge Documents" for details.) Once you capture or print the merged document, it is added to the correspondence history, and removed from the Online Forms Letter Queue.
Select the document you want to remove from the Letter Queue list, and click Delete to remove the letter from the queue without merging it.
If you have accidentally delete a document from the Letter Queue, you can merge it at any time from the Online Forms page of the patient folder. See "Patient Online Forms Page" for details.
