Customizing letter templates

You can customize the content of a letter template that you can then merge with patient and practice information according to specified criteria (filters).

To customize a letter template

1. On the Home menu, under Location, click (or tap) Letters.

   The Letters page opens.

2. Select a letter template. You can choose from the following types of letter templates (which are contained in sections that you can expand and collapse): Appointment Reminder, Birthday, Collection, Labels, Miscellaneous, New Patient Welcome, Recare Appointment Reminder, Recare Due, and Referrals.

   

3. On the Edit Text tab, change the content and layout of the letter template, and format the text as needed. Also, you can insert a merge field (such as Patient First Name, Patient Address, Account Balance, and Appointment Time) at the location of the text cursor anywhere in the message.

   Note: A merge field appears in the template as text enclosed in square brackets (such as [Patient_First_Name] or [Practice Address]), but the message that a patient sees will have the relevant information from your practice database inserted in place of the merge field (for example, [Practice Address] will be replaced with the practice address of a patient's preferred location).

   

   Tip: If you need to reset the entire content of the letter template back to its original text, click (or tap) Reset Letter Text.

4. Click (or tap) Save.