Use the Online Forms Letter Queue

Use the Letter Queue function 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.

Get Started

Assign Documents to Online Forms - Use the Online Forms Setup table to select a style for your online forms, assign Patient Reward points for completing a form, and link mail merge documents to processed forms. See "Set Up Online Forms" for details.

Enable Alert (Optional.) Enable the Create alerts for forms that require signatures option in the Automated Alerts section of the Online Forms Alerts table to activate an alert whenever a patient is linked to an online form that has a mail merge document associated with it. The alert is automatically removed once the document is merged or deleted. See "Set Up Online Form Alerts" for details.

How to Get Here

ViewPoint Shortcut Menu Add-in > Online Forms > Letter Queue. (Or, press Alt+D on your keyboard to open the Add-In menu options.)

You can also initiate linked mail merge documents while viewingForm Data on the patient's Findings tab. See "View & Update Online Form Results" for details.

Use This Feature

Select Document Select the document you want to merge from the Document Queue.

Initiate Merge - Click Merge to generate the mail merge document in View mode (See "View Mail Merge Documents" for details). This also adds a digital copy of the document to the correspondence history, and removes it from the Online Forms Document Queue.

Delete the Document - Click Delete to remove the letter from the Document Queue without merging it.

More Information

Ready-To-Use Online Forms Document - The OII Health History.doc letter, supplied with your system, creates a standard health history form and merges it with the patient's responses. Contact Ortho2 if this letter is not available in your list of mail merge documents.

Use Online Forms Variables - Include online forms variables (found in the Patient section of the variables list) in mail merge document to automatically include those details in the letter. See "Mail Merge Tool: Variables" for details.

• Use Online Forms
  • Download & Link Online Forms
  • Fill Out an Online Form
  • Online Form Queue
  • Move or Delete Online Form Data
  • Run Online Form Downloads Report
  • View & Update Online Form Results

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