Letter

In the Main Toolbar, click Letter.

Before creating or sending a patient letter, set up at least one custom Patient Letter sheet. See Patient Letter Layout.

  • Patient Letters can be used with Automation.
  • The Pick Sheet window lists all custom sheets with a type of PatientLetter will show. Double-click a sheet to use the letter, and Fill Sheet opens.

    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.