The Templates feature lets your pre-write and save any commonly sent letters or emails to save you time and energy when corresponding with patients. Select the Templates tab from the main Correspondence page and then click the New Template button. You will then need to fill out the following form and write the actual correspondence:
- What is the reference for this template?
- What type of correspondence is this? – Letter or Email
- What is the content? – Use the rich text editor to write the template content.
When you have finished creating the Template, click Create Correspondence.
How to Use Templates
To use a Template, select the Emails or Letters tab and then click New Email from Template or New Letter from Template button.
Within the pop-up window, choose the template that you want to use and then click Select Template.
You can now review the New Correspondence drafted from the template. Make sure to select the patient that the correspondence is meant for and check if you need to make any changes to the template content, to suit your patient.
Click Create Correspondence when you are finished making changes. Then you can proceed to click Send to or Download PDF.
