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.

Steps

  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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