Save time when writing to referrers by adding your case notes to a letter.
📝 See Case notes for instructions on how to create case notes
📝 See Generate a letter for instructions on how to start a new letter
To add case note to a letter:
1. Place your cursor where you want to add the case notes
2. Go to the Insert information drop-down menu and select case notes
3. Select the notes you want to insert and click OK
4. You can edit the case notes after they have been inserted.
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