Managing Your Practice > Using the Automation Expert > Using the Document Pick List

Creating a New Document

To create a new document from the Document Pick List window:

1. Click Add. The New Document Type and Base window is displayed.

2. Select one of the following document types:

• Letterhead

• Plain paper

• Mailing label

• Post card

• Field export

• E-mail

• Envelope

3. Select the type of data on which the document is based:

4. Patient data

5. Appointment data

6. Contract data

7. Treatment plan data

8. Insurance claims data

9. Insured party data

4. Click OK. The Document window is displayed.

5. Type the document title in the Document name field.

6. Select an option from the Address to field.

7. Type the document text, or insert merge variables from the list on the right.

8. Click OK.

 

Related Topics

Using the Document Pick List

Working with Merge Fields