Letter Templates give your clinic a reusable starting point for patient letters and correspondence — referral letters, discharge summaries, general correspondence, anything you send that follows a consistent structure. You build the templates once here, and staff generate letters from them on a patient's Letters tab.
What you'll learn
What letter templates are for
How to create, edit, and remove a template
Where templates are used from
That this page doesn't include an AI generation button
The Letter Templates settings page showing a list of saved templates with edit and remove actions.
Creating a template
1
Open Letter Templates
Go to <strong>Settings > Letter Templates</strong>.
2
Add a new template
Start a new template and give it a clear, descriptive name so staff can find the right one quickly when generating a letter.
3
Write the content
Set up the body text and structure you want the letter to follow.
4
Save
Save the template to make it available when staff generate a letter from a patient's record.
No AI generation on this page Unlike some SMS templates in ClinyPal, Letter Templates don't have a "Generate with AI" button. You write the template content yourself here — there's no AI assist to draft it for you.
Editing and removing templates
Open an existing template from the list to change its name or content.
Remove a template you no longer need from the same list.
Existing letters aren't affected Changing or removing a template only affects new letters generated from it going forward — letters already generated from that template keep their content as saved.
Where templates are used
Templates you build here show up when staff generate a new letter from a patient's Letters tab, letting them start from consistent, pre-written content instead of a blank page.
