Merged Letter Templates

Merged Letter Templates are letter templates which can be set up once, and then used to create letters to one or many patients or addressees. They are very similar to referral-type letter templates (see Patient Correspondence), except that they don’t link a patient with a record in the Address Book, and should not need to be edited for each patient.

The templates can be accessed from many different windows including:

• The Appointments Book                                                        

• The Patient Demographics Window

• The Patient Clinical Window                                                        

• The Patients List *

• The Address Book List *

• The Account Holders List *

*Letters printed from the Patients, Address Book or Account Holders List will print to everybody displayed in the list, not just those highlighted in the list.

Letters printed from the Appointments Book, the Demographics Window or the Clinical Window will print only for the selected patient.

In all the above cases, templates can be created or opened by clicking on the Templates button.

This will display a menu of your available templates in a Letter Templates window.

In this window you can Print the letter without opening it or Open and print from within the template window.

To create a new template, select Add Template. This will open a new word-processing document. The following chapters will explain how to set up the new template.

You can categorise your existing templates using the Add Category button and then drag and drop the letter template(s) onto the category created. Templates can also be moved between categories by dragging and dropping from one category to the other.

Delete Item allows you to delete templates or delete categories. Any templates from a deleted category will just be moved out on their own and can then be dragged into another category if needs be.

Expand All allows you to expand all categories to see all templates. To expand one category click the plus icon next to the category or double click the category.

Collapse All collapses all categories.