Mail Merge

You can send mail merge documents to patients, responsible parties, professionals and employees in your Edge Cloud 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.

Watch the movie.  (A valid Ortho2 customer login is required to run video tutorials, webinars, and training programs.)

note

Edge Cloud must be running for any merging functions to work properly.

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Getting Started

• Get Started with Mail Merge - You can start using the standard Edge Cloud merge documents right away, as long as the appropriate...

How to Use

• Send Mail Merge Documents - You can send mail merge documents to patients, responsible parties, professionals and employees in...

Key Topics

• Capture Merge Documents
• Email Merge Documents
• Mail Merge Queue
• Mail Merge Envelopes
• Mail Merge Tools
• [Mail Merge ](./mergetools-ask.md)
• Edge Signature
• [Mail Merge ](./mergetools-fill-in.md)
• HTML Editing Tools
• [Mail Merge ](./mergetools-if.md)
• Mail Merge Findings Variables
• Mail Merge Patient Images
• Mail Merge Variables
• Print Mail Merge Documents
• View Mail Merge Documents