Mail Merge Document Type
The Type document property determines the nature of the data to be
merged with your letter. Note that this property works with the Email To property to determine which correspondence history (or histories) will receive a copy of the generated merge document. You may select the document type when you first create a letter, or in the letter properties.
Patient
- Select this document type for letters that use biographical and/or treatment data from the patient folder, including letters you send to the patient, responsible party, dentist, referrer, other professional, or insurance company regarding a specific patient.
If the document includes information about patient contracts, choose the Contract or Responsible Party document type instead.
If you use responsible party variables in a Patient letter, the variables will be filled with the information from the patient's first responsible party only. To be able to specify which responsible party to use, select the Responsible Party document type instead.
Mail merge always saves a copy of Patient letters in the patient's correspondence history. If the Email To property specifies a different party (such as the dentist or other professional), the document will also be recorded in that correspondence history, and the patient's correspondence history will indicate to whom the email was sent.
Responsible Party - Select this document type for letters that use biographical information or financial totals from a specific responsible party. If you need financial data from a specific contract, select the Contract document type, described below, instead.
Generally, mail merge saves a copy of Responsible Party letters in the patient's correspondence history, indicating the responsible party name. However, if the Email To property specifies a different party (such as the dentist or other professional), the document will be recorded in that correspondence history instead, and not in the patient correspondence history.
Dentist / Referral / Insurance - Select one of these document types for non-patient letters you send to dentists, referrers, or insurance companies, such as research articles, newsletters, or holiday cards.
These document types do not merge any patient-specific data. To send letters that include information about individual patients, select the Patient document type, instead.
Mail merge saves a copy of these letters in the associated party's correspondence history, and not in any patient correspondence history.
Contract - Select this document type for letters that require financial information specific to an individual contract. If you need financial totals for a billing party, select the Responsible Party document type instead.
Generally, mail merge saves a copy of Contract letters in the patient's correspondence history, indicating the responsible party and contract name. However, if the Email To property specifies a different party (such as the dentist or other professional), the document will be recorded in that correspondence history instead, and not in the patient correspondence history.
Employee - Select this document type for letters that require information about HR Manager records.
Mail merge saves a copy of this type of letter in the associated employee's correspondence history.
If the document includes variables for employee compensation, that information will be omitted from the merged output unless you have full access to your Miscellaneous > HR Manager Compensation security rights. (See "Set Up Security Access" for details.)
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