How do I Write a Letter to a Contact?

Follow these steps to Write a Letter to a Contact:

This work instruction applies to both the Service Providers and Health Professionals contact lists.

1. Navigate to Resources (click More -> Resources)
2. Click Contacts, and open the "Service Providers" or "Health Professionals" contact list
3. Click the Tick-box next to the name of the contact
4. Click More to reveal a drop-down list
5. Click Letter to open the letter properties form
6. Complete the form with all the required details
7. Click Save to open the letter writer
8. Compose the letter using both free-text and the merge-fields on the left-hand side
9. Once complete, click File -> Save to return to the properties form
10. The letter has now been completed

Click here to find out more about Creating a New Health Professional Contact