You can select a letter template that will be automatically assigned to your outgoing referrals when creating them from within an encounter. See Creating letters from encounters.


  1. From the main menu, click Settings > Referral.

  2. From the General section, under Default Letter Template, click the arrow and select the specific letter template to use for outgoing referrals.

  3. Click Save Referral Settings.

💡 Tip: If you do not want to allow other staff to edit your signed referral letters, select Yes under the Letter Editing section.

Edited July 21, 2021

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