Letter Templates

These can be found by clicking Admin, then choosing Letter Templates on the left.

Letter templates allow you to add blocks of text into Notes, Letters, Emails, Recalls, Referrals and Tasks.

Creating Letter Templates

1. Click New Template top right.
2. Name refers to the name that will appear in the INS dropdown.
3. Title will autofill the subject/title of your Note/Letter/Task with what you enter here.
4. The template can be assigned to All Users, or you can limit who has access to it using this dropdown.
5. Check Pin to top if you want it to appear at the top of the list when you press INS.

Tip

Type: Rich is for Notes, Letters, Emails, Recalls, Referrals and Tasks.
Type: Plain is for Text Message templates.

Fill the content section with what you wish to insert to your Note/Letter/Task.

We support a number of variables (found in the INS menu) which can be added to your templates. When the template is inserted, these variables will be replaced with the value. For example:

Today I saw the patient ${patient.firstname} ${patient.lastname}.
Their DOB is ${patient.DOB} and they are aged ${patient.age}.

would insert:

Today I saw the patient Joe Bloggs.
Their DOB is 01/02/1990 and they are aged 30.

Creating Multi-select options

Building a multi-select template allows you to pre-define a range of options that can be selected when inserting the template. For example:

[[S|option 1|option 2|option 3]]

Would look like this when inserted:

Click the options you want then press OK to insert to your Note/Letter.

Weight: [[T]]

Would result in a free text box. eg:

If you need to insert a large amount of text, but also want a small button, you can add a title prefixing your data using a ^ (hat).

[[S|option 1^This is a longer amount of text that will be added with option 1|option 2^This is a longer amount of text that will be added with option 2]]

This is what will show in the popup:

And this will be inserted:

Tip

If you're testing your templates, make sure to select New > Note after each change. This will reload the template, updating any changes you've made.

Examples:
[[P|option 1|option 2|option 3]]        - popup with 3 fixed options
[[P|Q:Question?|option 1|option 2]]     - popup with a question and 2 fixed options
[[P|Q:Question?|option 1|option 2|...]] - popup with a question, 2 fixed options and a free text field
[[S|option 1|option 2|option 3]]        - direct select with 3 fixed options
[[S|option 1|option 2|...]]             - direct select with 2 fixed options and a free text field
[[MS|option 1|option 2|option 3]]       - direct multi-select with 3 fixed options
[[MS|option 1|option 2|...]]            - direct multi-select with 2 fixed options and a free text field
[[T]]                                   - free text field with no label
[[T|label]]                             - free text field with label
[[MT]]                                  - multi-line free text field with no label
[[MT|label]]                            - multi-line free text field with label
[[D|option 1|option 2|option 3]]        - dropdown with 3 options

Inserting Letter Templates

Letter Templates can be inserted into Notes, Letters, Emails, Recalls, Referrals and Tasks using the INS (Insert) menu.

Click INS:

Then select the Template you wish to insert:

This will add the content of your Letter Template into the editor.

Templates with Multi-select options

If your template includes multi-select options you will get a popup allowing you to select which options to insert, and/or fields that can be filled in. Pressing OK will insert the template with the options you've selected.

Attachments with Letter Templates

Attached files are not supported, however if you wish to reference a commonly used pdf brochure or handout you can include a link to that document.

The following steps assume the document is not confidental and general in nature.

1. Upload your pdf document (or similar) to your website, OneDrive, Dropbox etc.
2. Share the document publicly to anyone with the link, then copy the link.
3. In your Letter Template, press the chain-link button to include a link.

4. Paste your previously copied link from your website, OneDrive, Dropbox etc.

   5. When the template is used later, the link will be included so anyone receiving your Letter/Email etc will be able to click the link and download your document.