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.

   

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 (for example, [Patient_First_Name]), 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.