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Sending letters

How to send a letter a recipient

Updated over a month ago

After you create a letter from an encounter or from the patient chart, you can send it to the recipient by generating a PDF, faxing, printing, emailing or sending it as an internal message or referral request.

Steps

1. If not already opened, open the letter to send using one of these methods:

  • From the patient chart, click Start/Open > Letters and then click the letter to send from the list of existing patient letters.

  • From the patient chart dashboard's Quick Menu (refer to Navigating the patient dashboard), click Letters and then click the letter from the list of existing patient letters.

  • From a message, click the attached letter.

The Edit Letter window opens.

2. If needed, make any required modifications (such as choosing a recipient, deleting some encounter notes, or modifying patient data) and then click Save.

3. Send the letter using one of the following options at the bottom of the letter:

Option

Description

PDF

Generates a PDF to print, fax, email, or download.

Once you generate the PDF, you can then send the letter via email or fax by clicking on either option at the top of the page. The chosen recipient's contact information will then be automatically populated.

Signed PDF

Generates a PDF with a signature footer at the bottom of the letter.

📌 Note: If the setting to prevent edits to signed letters is enabled, this button does not appear. You must first Sign the letter.

Message

Attaches the letter in a message to another user within your clinic.

Referral

Sends the letter to another provider as referral (internal to your clinic or outgoing to another location).

Print Signed

Prints the letter.

📌 Note: If the setting to prevent edits to signed letters is enabled, this button does not appear. You must first Sign the letter.

Fax Signed

Faxes the letter to the recipient.

📌 Note: If the setting to prevent edits to signed letters is enabled, this button does not appear. You must first Sign the letter.

Updated January 22, 2025

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