Modifying a Letter Template

Overview

How to edit a Letter template

Detailed Instructions

1. Click the “Letters” tab on the patient’s screen.
2. Click the “Template” tab.
3. Select the “Template” in the drop down box that you wish to modify.
4. If the template is “Fixed”, click the “Save As” button.
5. Name your new template.
6. If the template is not fixed, you can make your changes without the Save As step.
7. Click “Test” to check changes and merge fields.
8. Click “Test Reset.”
9. Click “Save” to save your changes.