Set up letter templates

Design letter templates for practitioners to use in your business. Send to contacts and clients and include your signature.

Updated over a week ago


You can create your own letter templates for practitioners to use in your business. Once created, letters can be stored and then be sent to clients and contacts. There are two referral letter templates for all new businesses to help you get started. Placeholders help automate letter writing, including adding a practitioner's signature to letters.

Create a letter template

Go to Settings, then Letter templates and click + New template.

Then, give your letter template a name, then start writing your letter and use placeholders. Placeholders will be dynamically replaced with information from your business, patients, practitioners, the date, cases and contacts.

You also insert tables into your letters and insert placeholders into tables.

Customise your letterhead by selecting business details to include.

Preview your letter before creating it, then click Create.

You can archive a letter template any time from the letter templates page, and also restore it.

Now you can create a letter for a client.

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