Learn how to create letters from templates and send them to clients or contacts.
Letters help you generate consistent, professional documents without starting from scratch each time. Use letter templates to prefill client and practitioner details, then review, edit, and send the final version by email.
You can use letters for things like referrals, progress summaries, return to work letters, and other client documentation. Each letter is saved to the client profile so you can view it later when needed.
Get started with Letters
Create and send a letter – Create a letter from a client profile, review and edit it, then send it to a client or contact.
