How to Set up Custom Letter Templates
Click on the Settings Module, Select the Templates Menu Option. Click on Letter Tab.
Click on the Add Template Button to add a new Letter Template.
The Template Editor Window will open.
In the General Tab, determine a name for the Letter Template (i.e Referral Letter, Time Off Work Letter).
Click on the Insert Variable Button.
Use the Insert Variable Button to auto populate information or directly type into the text box to create the content of the custom letter template.
Enter the text and variables until the letter template is complete.
Use the Preferred Contacts Tab to automatically prompt the letter with a list of favourite contacts for this type of letter.
Click on the Add Contacts Button to add a new contact to the list.
Search for the Contact and Add the person to the list of Preferred Contacts for this letter type.
Once complete, Click on the Save Button to use the Template.
How to Use Custom Letter Templates
Click on the Patient Dashboard and Select the Patient from the List.
Select the Letters Option from the Quick Menu.
Click on the New Letters Button to add a New Letter or Letter Template.
To bring a Letter Template into the Letter, Click on the Templates Button.
Select the desired Letter Template from the Menu.
Click on Apply This Template.
Once the Template is applied, any blue variables will be filled in.
The Instant Variable fields (in orange) will need to be completed you have assigned to the Template.
Once all edits are completed, Click on the Save button.
Choose to Send the message, as a Referral or Save as a PDF.