This article will demonstrate how you can use a letter template that you have created within Settings --> Templates.

  • Click on the Patient Dashboard and Select the Patient from the List.

  • Select the Letters Option from the Quick Menu or Start/Open Menu.

  • Click on the New Letters Button to add a New Letter or Letter Template.

  • To access a Letter Template, Click on the Templates Button in the top right corner.

  • Select the desired Letter Template from the Menu.

  • Click on Apply This Template.

  • Once the Template has been applied, any blue variables will be filled in.

  • The Instant Variable fields (pink) that you have assigned to the Template will need to be completed.

  • Once you have edited the Letter, click the Save button.

Did this answer your question?