The Letter Templates Section

Last updated 7/12/07

Letter Bodies
The Letter Templates section of this database stores letter bodies used in the Letters Module for letters, patient instructions, history & physicals, etc.

The fields of the screen are:

Code is the unique code that identifies this letter template.
Form tells the Letters Module which of six layouts to print this letter on. This layout can be altered by you if you wish. This can be changed at the letter level. The choices are:

Doctor - This layout references the patient, Visit Date and Diagnoses
Patient - This is a basic letter setup
Blank
Standard
Extra1
Extra2
Extra3
Extra4
Extra5

CPT allows you to link this template to a specific CPT code for future linkages.
The Status field allows you to lock a require to prevent deletion or flag it as a required field.
The Data or Merge Fields field has a list of all available "merge fields" that you can use to build your templates. In the Letters Module these merge fields gather information to produce your final document. There is a separate chapter on Merge Fields and Macros.

Creating a New Record
To create a new record...

Click the New button and confirm your action.
For the Code enter a unique value
In Form select who this template is being entered for
Finally, in the message record enter your message. When you are completed you can click the Spell Check button to check the record.
If you want to lock the record so that it can not be easily deleted, check "Locked" in the Status field.