If you use generic letters that are often sent with the same or similar message, we recommend creating letter templates. You can create letter templates, provided you have the right permissions (Settings > Permissions > Template: Letter).

Letter templates can contain variables for patient data and other data from your CHR, saving you time when creating letters. For example, you can insert patient name, demographic, clinic contact information, provider, or appointment information variables.

You have access to 7 default letter templates in your CHR Domain, that can be modified, duplicated and/or archived (see Archiving letter templates):

  • Referral Acceptance Letter,

  • Referral Waitlisted Letter,

  • Referral Rejection Letter,

  • Referral Short,

  • Health Profile,

  • Referral Long, and

  • Chart Transfer.

Steps

  1. From the main toolbar, click Settings > Templates > Letter.

  2. Click Add Template.

    A New Letter Template window appears.

    You can also duplicate a template by clicking the clone icon next to the template name.

  3. From the General tab in the Letter Name field, type the name of your letter template.

  4. In the letter text area, add text as needed.

  5. To insert a variable that pulls data in the letter from the patient chart:

    1. Click where you want the information (variable) to appear and click Insert Variable.
      A list of available variables displays.

    2. Select a variable. See Variables for use in letter templates.
      A bubble (blue, red or green) appears in the letter, indicating where the data will pull from when the letter is sent.

      💡 Tip: You can format your text/ words with bold, italics, strike-though, underline, add bullet points. You can also add tables, text indents and text alignment.

  6. (Optional) Use the Preferred Contacts tab to add contact(s) that appear in a list when Recipient is selected.

    1. Click +Add contact.

    2. Click in the Search for a Contact... field and enter the contact(s) name.

    3. Select a contact.

  7. Click Save.

Updated August 9, 2021

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