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. Select the 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.To edit a Letter, click on 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.

To add a new Letter follow the steps given below-

a) Click on the button and type the name of the new letter. For e.g. REFERRAL in the Letter Name box.

b) Group Code is to enter specific codes for retrieving the letter (like PATIENT_ENCOUNTER_FORMS, PRE-COLLECTION, etc.)

c) Now type the Content of the Letter in the area below.

d) To generate specific dynamic data of the patient, use the tags available in the Tag combo box.

e) Type any other content to be included in the letter.

f) Click on the Save button to save this format.

The letter will be added to the Letter Name list.