Create and send a letter

Before you begin

Before you begin, make sure you have a Letter form template. If not, see Set up letter templates.

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How to create and send a letter

1. Open client profile, click Create letter.

2. Choose a letter template from the dropdown list.

3. Complete any required placeholders.

• If the template includes placeholders (for example, a contact name), you will be prompted to select the correct contact.
• The preview on the right will auto-fill client, practitioner, contact, and location placeholder details.

4. Make any edits to the letter content.

5. If you are happy with the letter, click Create (top-right).

6. To send the letter, click Send letter.

7. Enter the client or contact name or email in the Send to field.
8. Choose how to send the letter:

• Send as attachment – Sends the letter as a PDF attachment.
• Embed in email – Sends the letter as the body of the email.

9. If everything looks correct, click Send.