Background
Generate and Print a New Letter
Print an Existing Letter from the Medical Record
Background
There are various letter templates available in the EMR. The templates will auto-populate client information into relevant sections of the letter including name and address, and CSCs can access these templates to print items such as appointment notices and other admin-related letters for clients.
Generate and Print a New Letter
1. Click on Clinical and select New Letter…
2. Search for the client you wish to generate the appointment letter for.
3. Click on the “6. Appointment Letters” folder. From the right-hand side contents panel, double-click on the letter template you wish to open.
Note: Your clinic may also use letters that are located in other category folders. Check with your team which letter templates are typically used at your clinic.
4. In the new letter window, edit the letter as necessary.
5. Click the Save icon to save the letter to the client’s Medical Record.
6. Click the Print icon to print the letter.
Print an Existing Letter from the Medical Record
1. Go to the client’s Medical Record.
2. Click on Documents.
3. Click on the Filter dropdown and select either:
- Letters Out Created in EMR if you’re looking for any letter that was created in the EMR, or
- Letters Out Created by Me if you’re looking for letters that you created
4. Select the letter you would like to print from the list.
5. Click the Print icon to print the selected letter.
