In the Main Toolbar, click the Letter dropdown.

To create a referral letter, you must first:

• Set up at least one custom referral letter sheet. See Referral Letter Layout.
• Have a referral attached to the patient. See Referrals.

All attached referrals will list under Referrals: Select the referral name, then pick the sheet from the list.

Double-click a letter to open and fill out.

• The default content of the letter is defined in the sheet setup.
• Text on the letter is editable. Click in the letter and begin to type to make changes.

• If a referral letter contains a procedure grid or tooth chart, it will be saved as a PDF in the Imaging Module under Letters.
• Referral Letters saved to the Imaging Module as a PDF cannot be deleted.

Use the options at the bottom of the Fill Sheet window to send the letter. Sent letters can be viewed in the patient's Chart Module and Account Module.