Creating Letter Templates
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Click arrow to learn more
Click on "Settings"
Click on "Templates" and select "New Template"
Complete the form that appears (make sure to select "letter" as the type") and click save. You will be redirected to a blank letter template.
Enter your letter content
Format the content as desired
Insert the applicable variable from the left side of the page
Click "Save"
On the right hand side of the letter, you will be able to add variables within the letter. These variables will automatically pre populate with the applicable information when the letter is used. This allows you to save time, and have each letter automatically prefill with all the pertinent information when the letter is used.
You can customize the format of the letter with the edit options on the top header bar. letter as well. Some highlights: You can adjust text size with the "Paragraph" drop down, embed a link with the "+" drop down, and create a table from the second to last header option on the right. For a video tutorial on letters, watch the video below.
Editing Existing Letter Templates
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Click the arrow to learn more
Click on Settings
Click on "templates" and select "view letters"
Click on the name of the applicable template
Make the desired changes
Click "save"
If you wish to add photos to your letters, please see Adding Images to Letters.
Letter Templates in Medical Notes
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Click the arrow to learn more
Navigate to the applicable medical note
Click on "documents" and select "new letter"
Complete the form that appears
Click "save." You will then be redirected to the letter, which will appear in print preview mode.
Edits made to a letter will only apply to the current letter - they will not change the template that was used to generate that letter.
Using a Letter Template in Client Profile or Patient Profile
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Click the link to learn more
Navigate to the applicable patient or client profile
Click on "Documents" and select "New Letter"
Complete the form that appears
Click "Save"
Using a Letter Template when Checking In
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Click the arrow to learn more
Click on "Schedule"
Click on the applicable appointment
Click on "check in"
Select the letter(s) you wish to print in the "print letters" field
Complete the check in process
For more information about checking in an appointment, please see Checking In and Checking Out Appointments
Deleting a Letter Template
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Click arrow to learn more
Click on "Settings"
Click on "Templates" and select "View Letters"
Click on the gear icon next to the letter you wish to delete and select "Delete Template"
Confirm your intent to delete the letter template