Create letters for clients using templates and send them to clients or contacts.
Before you begin, make sure you have a Letter form template. If not, see Set up letter templates.
Open client profile, click Create letter.
Choose a letter template from the dropdown list.
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.
Make any edits to the letter content.
If you are happy with the letter, click Create (top-right).
To send the letter, click Send letter.
Enter the client or contact name or email in the Send to field.
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.
If everything looks correct, click Send.
Last updated 3 months ago
