Click the word “Reports” and “Custom Letters” options from the dropdown list.
A listing of all letters appears on the left. On the right side of the screen, a quick view of the highlighted letter appears.
To design a new letter, click the Add New Letter button.
Select the appropriate letter group in the Letter Type field.
Provide a Name for the letter.
If a title is desired to show at the top of the printed letter, indicate the desired text in the Title field.
The letter may be addressed to the Patient or the Responsible Party in the “To” field. If the addressee's address should be printed on the letter, place a checkmark in the box at "Print Address."
In the Body field, indicate the template text of the letter. If a merge field should be included in the letter, click the Data button. A popup window appears, indicating possible selections. Click the desired tag, and click the Select button.
Click the Save button.
Note:
The "Letter Type' field cannot be changed once the letter is saved.
Text formatting and image options are available in the toolbar and include:
• Font
• Font size
• Font color
• Background color
• Bold
• Italics
• Underline
• Strikethrough
• Bullets
• Justification
• Tables
Clicking on the “+ Data” button, the editor opens a window of data tags that insert the Patient’s
information when the letter is printed.
Data tags include information regarding:
• Appointments
• Corporate Office Details
• Visit Dates
• Insurance
• Office Details
• Patient Information
• Treatment Plan
• Recalls
• Responsible Party
For keyboard-centric users, clicking Shift + # displays a quick list of the data tags. Using the Tab key and
the arrow keys will select the tag