Operation Manual

Creating New Letter Templates
The Build Letters function enables you to create, edit, and delete letter templates in the . A
template is a user - designed document that is automatically filled in with selected patient or group information. The
Build Letters dialog box displays the names and descriptions of available letter templates.
Note: You use Build Letters to create letter templates. If you want to print, e - mail, or fax letters, you can perform
that function by going to Print/E - mail/Fax Letters .
Creating templates means that you do not have to create the same kind of letter again.
Follow these steps to create a new letter template:
1. Click Advanced Reports and Letters in the Main Menu window.
2. Click Build Letters in the Advanced Reports and Letters menu window to open the Build Letters dialog
box.
3. Click Create New to open the Create New Letter dialog box.
4. Make the appropriate entries in the fields.
5. Click OK to open the Create New Letter Template dialog box.
6. Use the visual design tools to design a new letter template.
7. Click OK to save the new template.
Advanced Reporting ( v1.1 )
Creating New Letter Templates
Version: 1.0
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