Set up letter templates
Design letter templates to create reusable, formatted letters for referrals, reports, recommendations, and other professional communication.
Overview
Letter templates help you create consistent documents across your practice. Templates can include placeholders that automatically fill in client, practitioner, and location details, saving time and reducing manual editing.
Create a letter template
Go to Settings → Letter templates.
Click Add letter template (top-right).
Enter a Name for the template.
This is the name that appears in the list when staff choose which template to use.
Add your content in the editor.
Use formatting options (bold, headings, bullet points, alignment) as needed.
Insert placeholders using the dropdowns (as required). These placeholders will be replaced automatically when the letter is generated.
Click Create.
Your new template will now appear in the Active tab and will be available to select when creating a letter from a client profile.
Manage letter templates
You can manage templates from the Actions menu next to each item.
Edit
Update the template name or content at any time. Changes apply immediately and replace the existing version.
Duplicate
Create a copy of an existing template to modify without changing the original.
Archive
Remove a letter template from active use without permanently deleting it. Archived templates cannot be selected when creating letters.
Restore
Go to the Archived tab → Actions → Restore Restoring returns the template to the Active list and makes it available again for use.
Now that your templates are set up you can create a letter for a client.
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