Get Started with Mail Merge

You can start using the standard merge documents right away, as long as the appropriate data has been entered into your patient folders. However, if you would like, you can add and edit merge documents to better suit your practice.

• 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

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