In the realm of efficient practice management, the ability to compose letters swiftly and accurately is paramount. Whether you’re reaching out to a client’s referring doctor or establishing communication with another essential contact, coreplus streamlines this process. Not only can you draft letters with ease, but you can also store them within the system, ensuring consistent record-keeping. In this guide, we’ll explore the mechanics of creating and managing letters, empowering you to maintain professional correspondence seamlessly.
📝 Need a refresher on how to create and edit your letter templates?
Please follow the below steps to generate a letter:
1. From a client's file, click on Generate Letter
2. Choose the recipient and then select a template
3. From here, you can make any final adjustments to the letter
4. Once finished, you can preview, print, save, email as a PDF or save as a PDF
5. If you click on Save, a window will appear for you to name the file. Name the letter and then click OK
6. The saved letters are stored in the Files section under Saved Letters
💡 The @ symbol is a great tool for when you want to email as a PDF attachment. Once selected it redirects you to an email with the letter attached as a PDF so you can send it straight away to your client!
🚀 Did you know you can letters to GPs via our Secure Messaging add-on?
Please let us know if you have any questions and don't forget to rate this help article below so that we can continue to improve our support to you!