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Letter Templates

Table of Contents

What is a Letter Template?                                              3

Creating a Letter Template                                              4

Using a Letter Template from the Patient Dashboard      6

Adding a Letter Template to an Encounter                     10

Contact Support                                                              14

What are Letter Templates

Letter Templates can be used for several different things such as client handouts, consent forms, dental charts, etc. These templates can be designed with images, autofill options, hyperlinks, and many more features. Letter Templates can be added directly to the Patient Dashboard, or they may also be added to a specific encounter. You may also use the Letter Templates to create client/patient label templates.

Creating Letter Templates

To create a Letter Template, complete the following steps. 

     1. Go to Settings > Document Designer > Letter Template

2. Opening a Letter TemplateTo edit an existing template, select the edit icon in the Action column on the right.To create a new template, select Add Letter Template on the bottom right.

Creating Letter Templates (cont.)

3. Naming and TypeEnter a name for your letter on the top leftSelect Letter as the Type4. Adding ContentSimply type in all content you wish for your document to contain in the open area using any of the formatting options across the top. Select FieldsBy inserting the Select Field options into your letter it will automatically populate this information when it is added to a patient. For example, if you use {Patient_Name} it will insert the patient’s name.Simply put your curser wherever you would like the field to be and then expand the Select Field options on the left using the triangle. Once you find the option you would like to add, click directly on the option.

Using a Letter Template from the Patient Dashboard

A Letter Template can be added directly to the Patient Dashboard, by doing this it is not associated to a specific encounter. This also means that it is not included when printing or emailing the patient’s entire medical history. Therefore, these can be printed separately. 

1.  Accessing the Letter Templates from the Patient DashboardGo to the Documents section located on the bottom left of the Patient Dashboard.Click on Add Consent Form. This will open a list of all available Letter Templates, including those not related to consent forms. 

2. Selecting and customizing the TemplateChoose the desired Letter Template from the list. Make any necessary changes to the template. Note that these changes will only apply to the current patient and will not alter the original template.

Using a Letter Template from the Patient Dashboard (cont.)

3. Adding a Signature (if needed)If the template requires a signature and you are using a touchscreen device, click the link labeled `{Signature_SignatureCapture}`.A signature box will appear, allowing the client to sign using their finger or a stylus, then click Save.

Using a Letter Template from the Patient Dashboard (cont.)

4. Naming and Saving the DocumentEnter a name for your form in the top right corner.Click Save to store the document.5. Locking the Document (Optional)You have the option to Sign the Letter Template. This will lock the document, preventing any further changes.

Using a Letter Template from the Patient Dashboard (cont.)

Adding a Letter Template to an Encounter

A Letter Template may be added to a specific encounter from the Notes screen listing all the patients encounters. This screen may be accessed by searching for the patient and selecting the Notes option on the right.

1. Add DocumentSelect the Add Document icon to the right of the correct encounter.Select Letter

2. Selecting and customizing the TemplateChoose the desired Letter Template from the list or if you have the proper user permissions you may select Create New Template. Make any necessary changes to the template. Note that these changes will only apply to the current patient and will not alter the original template.

Adding Letter Template to an Encounter (cont.)

3. Adding a Signature (if needed)If the template requires a signature and you are using a touchscreen device, click the link labeled `{Signature_SignatureCapture}`.A signature box will appear, allowing the client to sign using their finger or a stylus.

Adding Letter Template to an Encounter (cont.)

4. Naming and Saving the DocumentEnter a name for your form in the top right corner.Click Save to store the document.5. Locking the Document (Optional)You have the option to Sign the Letter Template. This will lock the document, preventing any further changes.Note that is the Letter Template has been signed it will provide you the option to email on the bottom right. 

Adding Letter Template to an Encounter (cont.)

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