A letter from a template opens with the patient's and practitioner's details already filled in. Check it, change what needs changing, and send it as a PDF.

Steps

1

Open the patient's record and their Letters section, then New letter

Choose a template lists the clinic's letter templates.

2

Fill in the missing information before editing

If the template uses them, choose the Appointment, listed as upcoming and past, and the Practitioner, listed as active and inactive. Leave unselected to skip leaves those placeholders blank.

3

Edit and save

The letter opens with every placeholder replaced. Change anything, then save: Letter saved. Edit reopens it later. If a save fails: Couldn't save the letter just now. Your text is still here: try again. If a colleague saved the same letter while you had it open: Someone else changed this letter since you opened it. Copy your text, then reopen the letter to see their changes.

The Letters section of a patient record with a generated letter open in the editor, the patient's details filled in, and Edit, email and download actions.
A Doctor's referral letter for Amira Haddad, generated with Dr Sarah Malik as practitioner, open for editing.

Send it

  • Email letter attaches the letter as a PDF, with the template's subject prefilled, to the patient or any address you add; a new address can be saved as the patient's.
  • PDF gives the same file, on the clinic letterhead, for printing or uploading to a referral portal.
  • Letters can be archived and restored under Show archived, and they're included in exports.