Designing a New Letter Template
- Click the Letters tab on the patient’s screen
- Click Template then click New
- If you wish to base your new letter template on an existing template, select the Template in the drop down box and click the Save As button
- Type a name for the new template
- Create your template and format on right screen
- Choose a token from selections on left screen
- Position cursor in document where the token should go
- Click Insert at Cursor menu
- Test the information by clicking Test
- Click Test Reset
- Insert as many tokens as you wish making sure to enter correct spacing before and after the token
- Test your letter as often as you would like
- Print your letter if you wish to check the final copy by choosing print from the file
- Save your letter by clicking Save (this does not save to the patient’s record)