Create a New Letter Template

Letter templates can be created under ANY patient file and be available for all patients. 

1. Click the navigation menu > Patients > Letters page

2. Highlight the Category to add the template to e.g. Instructions, Case Presentation

3. Template toolbar > Create Template
   

   1. Specify template name: Type template name e.g. How to Brush

   2. Specify template description: Type the template description e.g. Brushing Instructions     

   3. Select locations where this template will be available at (if applicable):

      1. Show at All Locations: Use to allow all locations access to this category

      2. Show at Selected Locations: Select in Not Available > Add Selected to Available

   4. Click OK
      

4. A blank template will show onscreen ready to design using freehand text, importing images and placing input fields in relevant places

   1. Mail Merge tab > Add Field

   2. Select the Fields available in the list to the Template

   3. Click OK
      
      

Links:

Create a New Letter Category

Delete a Letter Category

Rename a Letter Category / Change Category Location

Rename a Template / Change Template Location

Delete a Letter Template

Make a Letter Template Inactive / Active (reactivate)

Create Letter for a Patient