Create a new letter

Create letters for clients based on letter templates and send them to clients and contacts.

Splose avatar
Written by Splose
Updated over a week ago

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.

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