Sending letters

How to send a letter a recipient

Updated over a week 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.


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, click Letters (see Navigating the patient dashboard) and then click the letter to send 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:




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

Once a PDF document is generated for an example, you will then have the option to send the letter via Email or Fax by clicking on either option found at the top right hand side 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.


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


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

Print Signed

Prints the letter.

Fax Signed

Faxes the letter to the recipient.

Updated July 20, 2021

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