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 to letters.

Go to Settings, then Letter templates and click + New template.
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Then, give your letter template a name, 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.