In the Main Toolbar, click the Letter dropdown.

Referral Letters can be used with Automation.

To create a referral letter:

• At least one custom referral letter sheet must be set up. See Referral Letter Layout.
• There must be a Referrals attached to the currently selected patient.

All referrals attached to the currently selected patient are listed under Referrals. Select the referral name and the Pick Sheet window opens.

Double-click a sheet to use letter and the Fill Sheet opens.

The referral letter can be edited from this window.

• The default content of the letter is defined in Edit Sheet Def.
• Text on the letter is editable. Click in the letter and begin to type to make changes.

• If a referral letter contains the ReferralLetterProceduresCompleted grid or tooth chart, it will be saved as a PDF in the Imaging Module under Letters.
• Referral Letters saved to the Imaging Module can be deleted from the right-click menu from the Chart Module.

Use the options at the bottom of the Fill Sheet window to send the letter. Sent letters can be viewed in the patient's Chart Module and Account Module.