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


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

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