Correspondence, generated instead of typed from scratch
The Letters tab is where you generate formal correspondence for this patient — a referral letter to a specialist, a follow-up letter summarizing a visit, a letter confirming a diagnosis for an employer or insurer — and where a history of what's already been sent to them lives. Rather than opening a blank word processor document and typing a letter from nothing, letters here are generated from templates your clinic has already set up, with the patient's own details merged in automatically.
This tab is the sending side of that workflow — you'll pick a template, review the merged result, and send or print it. The templates themselves, including how merge fields pull patient data in automatically, are set up separately and documented in their own article.
- What the Letters tab is used for and how it fits into a referral or follow-up workflow
- How Letter Templates are used to generate a letter, with the patient's details pre-filled
- Where letter templates themselves are created and managed
Generating a letter from a template
Letters generated here are built from Letter Templates your clinic has set up in advance. A template defines the fixed wording and layout of a given letter type, along with merge fields that pull the specific patient's name, contact details, and other relevant record data in automatically when the letter is generated — so the practitioner isn't retyping the patient's name and date of birth into every referral letter by hand.
Because the letter history accumulates on this tab, it also becomes a useful record in its own right: if a specialist's office says they never received a referral, or a patient asks for a copy of a letter sent months ago, this tab is the first place to check.