First, make sure that you have set up a letter template.
Go to a client's page, then Letters and click + New letter.
Next select placeholders to pre-fill the form, like a case to pull the NDIS funding.
The practitioner's signature is displayed. If it isn't, the practitioner can create it from My account.
The letter template selected will be pre-filled, and you can click Preview to see what the letter content looks like.
Click Create letter.
View your completed letter
After a letter is created, you will be moved to the view page. You can email the letter or download the PDF.