Before creating or sending a patient letter, set up at least one custom Patient Letter sheet. See Patient Letter Layout. Sent letters can be viewed in the patient's Chart module, Progress Notes and Account module. For other options, see Letters, Labels, Envelopes.

  1. In the Main Toolbar, click Letter.

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

  2. Double click a letter to select and open it to fill 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.

  3. To send the letter, click Print/Email.
    • By default, if an email is already entered for the patient on the Edit Patient Information, 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.
  4. Click OK to send.