Referral letters are a type of Sheet. Before creating or sending a letter to a referral, you must set up at least one custom sheet with a type of ReferralLetter. Also see Referral Letters.
- In the Main Menu, click Setup, Sheets.
- Copy a sheet or create a new one.
- Highlight the internal Referral Letter sheet and click Copy. Then double click the custom sheet.
- Click New and create a new custom sheet with an ReferralLetter type.
- Double click an existing custom sheet of ReferralLetter type to edit.
- Highlight an existing custom sheet of ReferralLetter type, then click Duplicate to copy it.
- Change the sheet as needed.
General Sheet Properties
The tooth chart and tooth chart legend can be added to the Referral Letter by clicking Special
. See Sheets: Special Fields
- Click OK to save.
Below is a copy of the internal sheet Referral Letter.