How to Use Templates for Letters and Emails

To use a Template, select the Emails or Letters tab and then click New Email from Template or New Letter from Template button.

Correspondence
Correspondence list

Within the pop-up window, choose the template that you want to use and then click Select Template.

Correspondence
Select template popup window

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.

Correspondence
New correspondence form

Click Create Correspondence when you are finished making changes. Then you can proceed to click Send to or Download PDF.

Correspondence
Correspondence ready for sending