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Generate Patient Letters 

Before creating or sending a patient letter, set up at least one custom PatientLetter Sheet. See Sheets: Patient Letter Setup

  1. In the main Toolbar, click Letter.

A list of custom sheets that have a type of 'PatientLetter' will show.

  1. Double click a letter to select and open it, then Fill it Out

Below is a copy of the internal Patient Letter Sheet. The default text is defined in the custom sheet. Click on text, then type to edit it. 'Letter text' indicates an area for the letter content.

  1. To send the letter, click Print/Email.

  • By default, if an email is already entered for the patient on the Patient Edit window, Email to patient will be checked, the email will show, and Paper copy will be set to 0. 
  • If no email is entered for the patient, the Paper copy default is 1. This value can be manually changed.
  1. Click OK to send.


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