-Create a New Letter Template

Letter templates can be created under ANY patient file and be available for all patients. 

1. Go to Patient Records > Letters tab

2. Highlight the Category to add the template to

3. Go to Template menu > Create Template

   1. Specify template name: Type template name e.g. Dr James Smith Referral           

   2. Specify template description: Type the template description e.g. Endodontist referral

   3. Select locations where this template will be available at (if applicable):

      1. Show at All Locations: Use to allow all locations access to this category

      2. Show at Selected Locations: Select in Not Available > Add Selected to Available

   4. Click OK
      

4. A blank template will show onscreen ready to design using freehand text, importing images and placing input fields in relevant places

   1. In Microsoft Word see the Add-Ins menu/tab for input fields
      

   2. In RTF, see the InsertD4W menu for input fields

Multi-Location Users

Multi-Location databases that have different logos and location details can use the same templates.

Location Logo

For the correct logo to be displayed the input field Letterhead Image must be used. For correct location logo to be generated, user must log into that location to generate a letter for a patient.

Location Details

For the correct location details to be displayed Location input fields must be used. For correct location details to be generated, user must log into that location to generate a letter for a patient.

Additional Letter Articles:

Delete a Letter Category

Create a New Letter Category

Rename a Template / Change Template Location

Rename a Letter Category / Change Category Location

Rename a Template / Change Template Location

Delete a Letter Template

Make a Letter Template Inactive / Active (reactivate)

Create Letter for a Patient