Create a letter template
Set up a reusable letter, such as a referral or treatment summary, with details filled in by merge tags.
Table of Contents
Letter templates give you consistent letters, such as referrals or treatment summaries, in a couple of clicks.
Go to Setup, Templates, and click Create Template.
Under Select template type, choose letter.
Enter the Template name and choose a group.
Write the letter, adding merge tags for details that change.
Save.
To use it, open a letter on the patient card and click Templates. Your letter header and footer come from Page settings.
Up next
Next, read Edit or delete a letter template.