Creating and using a letter template

Create, edit and delete your letter templates

Updated this week

Maintain your practice and brand standards by creating letter templates that anyone on your account can access and use. Letter templates save you time and are efficient for repetitive communications to your referrers, clients, and other contacts.  

There are two workflows through which to access and edit letter templates. One illustrates how to create a letter template from within the settings menu and two explains how to generate a letter using the template from within a client file.

This article includes:

1. Create a template from the Settings menu
2. Create a template from a Client File


Letter template from Settings

1. From Dashboard go to Setup > Settings and select Letters
2. From here you can choose which template to edit from the drop-down.
3. Edit accordingly and use the Insert Information drop-down to utilize placeholders

4. Once all changes have been made, click the Save icon and enter a name for the template and press OK

💡 When you use your template to generate letters for clients, referrers etc, these placeholders will automatically be populated with the relevant information. These are shown on your template with a # symbol on each side.


💡 You can insert images into your template by clicking on the Insert Image button (shown below). Select the image you would like to insert and it will automatically go into the template

💡 You can also define a margin for each side of the letter. Setting a margin will mean that the content of your letter will appear further towards the centre of the page


From a Client's File

1. Navigate to a client's file and click on Generate Letter

2. Click on Select template > choose a template from the drop-down > Select a recipient from the Select recipient drop-down
3. Type out the letter > click the Save button > Enter a name and then this will save your letter in the client's Files.
4. From here you can then preview, print, email, or generate a pdf of the letter (hover the mouse over the buttons to see their function)


Creating a Duplicate Template

1. From Dashboard go to Setup > Settings and select Letters
2. Choose the template you want you duplicate

3. Select the file Save icon and rename the template

4. It will now duplicate the template.


Placeholders

Our letter writer currently includes the following placeholders:

  • Current Date

  • Current Time

  • Current Date & Time

  • Recipient Salutation

  • Recipient Name

  • Recipient First Name

  • Recipient Last Name

  • Recipient Address

  • Client Salutation

  • Client Pronoun

  • Client Name

  • Client First Name

  • Client Last Name

  • Client DOB

  • Client Medicare Card

  • Client DVA Number

  • Client Residential Address

  • Client Postal Address

  • Client Home Number

  • Client Work Number

  • Client Fax Number

  • Client Mobile Number

  • Client Email Address

  • Client Claim Number

  • Client Fund Number

  • Client Vax Status

  • Family Name

  • Family Mobile Number

  • Family Phone Number

  • Family Email

  • Family Address

  • Employer Company Name

  • Employer Occupation

  • Insurer Company Name

  • Insurer Contact

  • Lawyer Company Name

  • Lawyer Contact

  • Referrer Details

  • Referrer Date

  • Referrer Salutation

  • Referrer Name

  • Referrer First

  • Referrer Last

  • Referrer Clinic Name

  • Referrer Address

  • Referrer Work Number

  • Referrer Fax Number

  • Referrer Mobile Number

  • Referrer Email Address

  • Case Manager Name

  • Case Manager Provider Number

  • Letter Header End

  • Letter Footer Start

  • Preferred Name

  • Referrer Clinic Address

  • Referrer Clinic Phone Nr

  • Appointment Total

  • Notes 1

  • Notes 2

  • NDIS participant number

  • NDIS Plan Start Date

  • NDIS Plan End Date

  • NDIS Amount Remaining

  • HSP Voucher Number

  • HSP Voucher Expiry

  • HSP Subsidy Type

  • Position

  • Speciality

  • Last Appointment Date

  • Next Appointment Date


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