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Assigning a default letter template to your outgoing referral letters
Assigning a default letter template to your outgoing referral letters
Updated today

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

Steps

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

  2. From the General section, from the Default Letter Template list, select the specific letter template to use for outgoing referrals.

  3. Click Save Referral Settings.

Updated January 22, 2025

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