About Mail Merge Documents

You can send mail merge documents to patients, responsible parties, and professionals in your ViewPoint system. You can choose to view, print, capture, or email the document immediately, or send the output to a queue to be reviewed and processed at a more convenient time.

ViewPoint must be running for any merging functions to work properly.

• ViewPoint Help
  • *Special Settings & Tools*
  • Financials
  • Insurance
  • Mail Merge
    • Set Up Mail Merge
      • Convert Legacy Mail Merge Documents
      • Create & Edit Documents / Letter Library
      • Create & Edit Envelopes
      • Export Mail Merge Documents
      • Import Individual Mail Merge Documents
      • Import Standard Ortho2 Mail Merge Documents
      • Install Signature Software (ePad)
      • Mail Merge Email Integration Setup
      • Merge Tools - "Ask for Information" Fields
      • Merge Tools - Conditional Statements
      • Merge Tools - "Fill In" Fields
      • Merge Tools - Findings Variables
      • Merge Tools - Patient Images
      • Merge Tools - Signatures
      • Merge Tools - Variables
    • Use Mail Merge
      • Capture Merge Documents to PDF
      • Email Merge Documents
      • Print Merge Documents
      • View Mail Merge Documents
      • Use Print Later Queue
  • Messaging
  • View Office Calendar
  • Add & Edit Office Appointments
  • Set Up Office Calendar
  • Online Forms
  • Patient Folders
  • Practice Tools
  • Reporting
  • Scheduling

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