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Changing Letter name for a Patient/ Client
Changing Letter name for a Patient/ Client
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a week ago

In DaySmart Vet, you can add a title to the letter at the time of adding it to the patient's documents. Here are the step-by-step directions:

1. Navigate to the patient profile.
2. Click on the documents tab located halfway down the screen.
3. Click on 'New Letter'
4. Complete the form that appears.
5. Put the title field as the name you want for the letter

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6. Click save to create the letter.

The letter is now named as listed in the title field of the letter for that patient. To learn more about creating and editing letters, click here.

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