Why letter templates help
If your clinic writes the same kind of letter often — a referral, a report, a discharge summary — a template means you write the wording once, and every future letter fills in the patient's details automatically.
Create the template
Go to your settings and open Letter templates, add a new one, and give it a name. Add an optional email subject if this template is often sent rather than printed.
Write it with placeholders
Write the letter's content using the available placeholders for patient details, appointment information, and practitioner details, so the wording stays generic while the specifics fill themselves in.
Using it on a patient
Once saved, this template is ready to generate a letter for any patient — choose it, confirm any appointment or practitioner it refers to, and the rest fills in for you.
Retiring a template
Archive a template you no longer use. Letters already created from it are unaffected.