Letters are setup from the Letter Master, which contains many customizable letter templates. You can add new letters or edit and customize existing ones to suit your needs.

1. Select Advanced Setup module from the menu on the left. Click on the Letter Master to open the Custom Letter Templates page as shown below.


Letters with pre-built content are already available in the Letter Master. You can customize these letters or add new letters to suit your needs.

2. To edit a Letter, click in the Letter Name box and choose any letter from the list. The letter format will appear as shown below, with editable content and dynamic Letter Tags which input information from your Practice.


3. To add a new Letter, follow the steps given below:-
(i) Click on the Add button and type the name of the new letter for e.g.”REFERRAL” in the Letter Name box.
(ii) Now type the Content of the Letter in the area below.
To insert the date, type “Date” and then click in the Letter Tag box and choose the Today’s Date tag and insert it next to the text “Date”. This will always bring up the current date when you generate a new Referral Letter.
(iii) To address this letter to a physician, Type “To:”. In order to to input the name of the physician to whom the letter is addressed, choose the LETTER_TOPHYSICIANSNAME Letter Tag. Choosing this tag will allow you to enter the name of the physician to whom this letter is addressed while charting. You can also insert the address in the same manner by choosing the LETTER_ADDRESS tag.
(iv) Similarly type the body of the letter and to insert the Patient’s name next to it, choose the Patient Name tag. To insert the date of birth, type “D.O.B.” and choose the PATIENT_DOB_SHORT tag.
(v) .To add any customized content in the letter, for e.g. if you want to add a note, type “Note” and select a LETTER_LINE or LETTER_PARAGRAPH tag.
(vi) Type any other content that you want to include in the letter and click the Save button to save this letter format.
The letter will be added to the Letter Name list.

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