Background
It is recommended to create Letters from the New Encounter to appear as a linked action in the client contact and to use any variables in the letter populated from the encounter.
Create a Letter
1. In New Encounter, select the Letter action
2. Choose from one of the following:
- Select a letter from the Most Used Letter Templates list and double-click
- Enter the name of the letter or a keyword description in the Look for field, press Find and select the template from the search results
- Press Browse to open the Select Template window. Select the appropriate category and select the desired letter in the list on the right
3. The New Letter window appears. Type the letter and edit as needed. Depending on the letter template, a set of built-in fields may auto-populate such as Today's date, Client demographics, Your signature, etc.
4. Once finished, you may Print the letter or create a New Task (F3) to your admin task group to print and send off the recipient (letter will be hyperlinked on the task).