Referral Letter

In the Main Toolbar, click the Letter dropdown.


Note: To create or send a referral letter, you must first complete the following steps:


All attached referrals will list under Referrals:. Select the referral name.

A list of custom sheets with a type of referral letter will show.

Double click a letter to open and fill out. Below is a copy of the internal Referral Letter. The default text is defined in the custom sheet. Click on text, then type to edit it. Letter text indicates an area for the letter content.

To send the letter, click Print/Email.


Click OK.

Sent letters can be viewed in the patient's Chart module, Progress Notes and Account module.

If a referral letter contains a procedure grid or tooth chart, it will be saved as a PDF in the Images module.