What this guide helps you do
The Letters area combines a reusable clinic template with patient, appointment, and practitioner information, then lets staff edit the final letter.
In this guide
- Start from a letter template
- Choose appointment and practitioner context
- Edit and save the final letter
- Create a PDF, email, or export
- Archive and restore letters
The Letters area in its normal view before any item is selected or edited.
Create a letter
1
Choose New letter
Select the correct template.
2
Supply the context
Choose the appointment and practitioner when the template needs those details.
3
Continue to the editor
Review every filled placeholder and edit the letter for this patient.
4
Save
Reopen the letter and confirm the final content.
The template and context selection followed by the filled letter editor.
Share or retain the letter
1
Review the saved letter
Confirm patient, recipient, dates, clinical wording, and sign-off.
2
Choose a destination
Create a PDF, email the letter, or export to Google Drive or OneDrive when the connected option is available.
3
Archive when appropriate
Archive removes it from the active list; include archived letters and restore one if needed.
A saved letter with PDF, Email letter, export, Edit, and Archive actions.
Things worth knowing
- AI may help draft template wording, but the final patient letter must be checked by an authorised person.
- Export destinations are available only when the corresponding clinic app is connected.
Was this article helpful?
Your feedback helps us improve our documentation.
Rate this article:
Related articles
Patient Record: Account Summary
Patient records
Patient Record: Appointments
Patient records
Patient Record: Billing
Patient records
Patient Record: Cases
Patient records
Still have questions?
Our support team typically replies in under 4 minutes on live chat.