Create Letter for a Patient


Letter templates are available from all patient files. 

  1. Click the navigation menu > Patients > Letters page

  2. Click Find icon to find the correct patient

  3. Highlight the Category (left of screen) the template to be used is saved within

  4. Click on the Template (listed under the category) to use for this patient

    1. Create toolbar 

    2. Make changes / additions to the letter per the requirements for this patient

      1. File menu > Save / Print / Email

      2. File menu > Close

  5. Saved letters can be found under View Letters: Allmceclip3.png


Create a New Letter Category

Create a New Letter Template

Rename a Letter Category / Change Category Location

Rename a Letter Template / Change Template Location

Make a Letter Template Inactive / Active (reactivate)

Delete a Letter Category

Delete a Letter Template





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