How to create a letter template

Audience: Admin

Templates control how a finished letter looks - the letterhead with your logo and the doctor's details. They're shared with everyone in your organisation.

1. In the sidebar, under My Library, click Templates.
2. Click Create New Template.
3. Enter a Template name, for example "Referral Response Letter".
4. Under Doctor Details, fill in:
   • Doctor Name - without "Dr" (it's added for you)
   • Qualifications, for example BSc (Med) MBBS (Hons) FRACP
   • Specialisation
   • Provider Number, for example 123456AB
   • HealthLink EDI
5. Optional: under Upload Doctor Signature, add the doctor's signature.
6. Click Save Template. You'll see Template created successfully.

[Screenshot: Create New Template window]

All fields except the signature are required.