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.

1. In the Main Menu, click Setup, Sheets.
2. 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.
3. Change the sheet as needed.

   General Sheet Properties

   Sheet Elements

   Note: The tooth chart and tooth chart legend can be added to the Referral Letter by clicking Special. See Sheets: Special Fields.

4. Click OK to save.

Below is a copy of the internal sheet Referral Letter.