Generate a letter

Write a letter or report to send back to a referrer or other contact

Updated over a week ago

Quickly and easily write out a letter to send off to the client's referring doctor or another contact. Letters can also be stored in coreplus, making for easy and consistent record keeping.

πŸ“ 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 LetterΒ 

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

πŸ’‘ 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!

πŸš€ Did you know you can letters to GPs via our Secure Messaging add-on?

See similar articles relating to generating a letter:

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!

Did this answer your question?