How to use Letters

Using our "Letter" templates is the easiest way to create consent letters and doctor's certificates for patients. Here's how to do it.

1. Click on Letters from the patient's profile.
   
   
   
   
2. Click on Create Letter.
   
   
   
   
3. Click on Continue to Template.
   
   If this letter is being addressed to someone other than the patient, select that contact from your Contact Manager (a).
   
   
   
4. Find the type of letter which you wish to create and click on Use this Template.
   
   
   
   
5. The template will fill in all patient, provider and location data, but you can still make changes to the content (if necessary).
   
   
   
   
6. Click on Save to publish the letter.
   
   If you choose to email the letter, you have the choice of sending a patient or contact copy (if you selected a contact in Step 3). The letter will automatically be published in the patient's file if you click on "Print", "Email" or "Download". The only time a letter will not be published is if you click "Discard".
   
   
   
7. Once a letter is published, it will appear in the patient's "Letters" section.
   
   a) Preview: Opens the letter as a PDF in your browser.
   b) Edit: Opens the letter in the letter editor, allowing you to make changes to the letter.
   c) Download: Downloads the letter as a PDF.