In Sheets, double-click a referral letter.
Before creating or sending a letter to a referral, you must set up at least one custom sheet with a type of ReferralLetter.
Also see Referral Letter.
In the Main Menu, click Setup, Sheets.
Copy a sheet or create a new one.
- Highlight the internal Referral Letter sheet and click Copy. Then double click the custom sheet.
- Click New and create a new custom sheet with an ReferralLetter type.
- Double click an existing custom sheet of ReferralLetter type to edit.
- Highlight an existing custom sheet of ReferralLetter type, then click Duplicate to copy it.
Change the sheet as needed.
Sheet Def Properties
Sheet Field Types
Note: The tooth chart and tooth chart legend can be added to the Referral Letter by clicking Special
. See Sheet Special Field