In the Main Toolbar, click Letter.

Before creating or sending a patient letter, set up at least one custom Patient Letter sheet. See Patient Letter Layout.

A list of custom sheets that have a type of PatientLetter will show. Double-click a letter to select and open it to 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.

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.