Where to create letters
Go to Settings>Forms & Letters.
Then select New Letter.
How to create a Letterhead
1. Go to Settings>Letters>Letterheads.
Then New Letterhead
2. Enter a Name for the letterhead for example "Generic" you could use this letterhead for all letters.
3. A blank Letterhead form will open with a Header and a Footer section.
On the right side of the page under the Form Fields section are links to tags for Company Logo, Date and Page Details (Page Details will insert the number of pages on the letter).
Place your cursor in either the Header or the Footer section and click one of the tags to auto populate to the section the cursor is located.
You can also type custom text you want to populate to the letter. Enter your address, phone number, fax number etc. then "Save".
How to Create a Text Letter
NOTE: For Word docx Letters please contact Support for assistance.
Now you're ready to create a Text template letter.
1. Select Letters>New Letter.
2. Name: Type the name of the letter for example "Referral Letter".
3. In the Type field select Text. We suggest using this format so you have quick and easy access to editing the template.
4. Name: Type the name of the letter, subject and select, for example, "Text" and select a Letterhead if yuo like.
5. On the right side of the page there's a column called Form Fields. Click the links to open a list of tags that you can select to populate data from within the patient and practitioner profile.
6. On the left side of the page there is a blank form letter. In the section called "Body" you will type the generic text and click the tags where you want them to be inserted within the letter.
TIP: Custom Text: You can add a custom text field to allow you to type in original text when you create a letter. Select "Other Fields" then Custom Text or Custom Text Multi Line.
This tag will populate your letter {goCustomText name=''}, you will need to enter the title of the section between the '', which does not appear on your letter, merely a reference for staff to fill in.
eg. {goCustomText name='Diagnosis'}.
7. When you've finished "Save".