Referral Letter Layout

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 Letter.

  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.

    Sheet Def Properties

    Sheet Field Types

    Note: The tooth chart and tooth chart legend can be added to the Referral Letter by clicking Special. See Sheet: Special Field.
  4. Click OK to save.

Below is a copy of the internal sheet Referral Letter.