Letter templates can be stored and then sent to clients and contacts at a later date, or for sending regular letters.
Placeholders help automate letter writing, including adding a practitioner's signature, business details, case, or time.
How-to
Create a letter template
Navigate to Workspace Settings.
Under Templates, select Letter Templates.
Click + New Template.
Give your letter template a name.
Start writing your letter.
In the letter, you can use placeholders. These are powerful tools, which can dynamically replace information in the letter with information from your business, including, but not limited to, business and business name, patients, practitioners, dates, cases, and contacts. Tables can also be added to your letter, and placeholders can be added to those.
Customise your letterhead by selecting the business details that you would like to include.
Click Preview Letter to see how it would look to the customer.
If you're happy with the preview, dismiss it and click Create.
Edit a letter template
Navigate to Workspace Settings.
Under Templates, select Letter Templates.
Select the Action (•••) dropdown for the letter you would like to edit, then select Edit.
Make any of the required changes, then click Save.
Duplicate a letter template
Duplicating allows you to keep two copies of a letter template, one for regular use, and another with minor adjustments to use in other similar scenarios.
Navigate to Workspace Settings.
Under Templates, select Letter Templates.
Select the Action (•••) dropdown for the letter you would like to duplicate, then select Duplicate.
A new copy will be created in your Letter Templates list. This will have the default title of "Copy of [original letter name]".
View a letter template's change log
The letter template change log acts as an audit trail, allowing you to track any changes made, who made the changes, and the time and date that they were made.
Navigate to Workspace Settings.
Under Templates, select Letter Templates.
Select the Action (•••) dropdown for the letter you would like to view the change log for, then select Change log.
A modal will appear, displaying the change log.
Archive a letter template
Navigate to Workspace Settings.
Under Templates, select Letter Templates.
Select the Action (•••) dropdown for the letter you would like to archive, then select Archive.
Confirm that you would like to archive this letter template by selecting Archive.
View and restore archived letter templates
The following steps allow you to view archived letter templates and restore them if they are required to be used again.
Navigate to Workspace Settings.
Under Templates, select Letter Templates.
Select Show Archived.
To restore an archived letter template
Select the Action (•••) dropdown for the letter you would like to restore, then select Restore.
Click Hide Archived or navigate back to your Letter Templates list to view the restored letter template.
Things to Note
Page Breaks
You can add page breaks in your letters and letter templates. In the letter editor, simply place your cursor where you would like the page break to occur, then click the Page Break button. It will then appear as seen below.
