To create a letter template:
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"
To edit an existing letter template:
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.
To use a letter template in a medical note:
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. |
To use a letter template in a patient or client profile:
Navigate to the applicable patient or client profile
Click on "documents" and select "new letter"
Complete the form that appears
Click "save"
To use a letter template when checking in:
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 |
To delete a letter template:
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