Letter Writing: Quick Guide

Letters in MediRecords provide a flexible way to create professional correspondence directly within a patient’s record. Whether you need to generate a general letter, a medical certificate, or a specialist referral, MediRecords makes the process quick and seamless. With merge fields that pull patient and practice details automatically, you can save time on manual data entry and ensure that your letters are always accurate and consistent.

Beyond simple letter writing, MediRecords offers powerful formatting tools that allow you to customise the layout and content of your letters. You can insert images, hyperlinks, tables, and snippets of commonly used text to make your communication both informative and professional. This ensures that every document you produce not only meets clinical and legal requirements but also reflects the high standards of your practice.

Contents:

1. Writing a New Letter (General)
2. Writing a Medical Certificate
3. Writing a Specialist or Referral Letter
4. Writing a Letter from the Contacts Page

Writing a New Letter (General)

1. Inside the patient's record, go to the Clinical Tab
2. Click on the New Letter Icon. You can also go to Correspondence, then click Out, and then select New Letter.
3. The New Letter creator will open then you can start filling out the necessary details on the form and then Save.
4. You can start creating the body of the letter. You can type in text or also use the mail merge fields on the left panel.
5. Once the letter is created, click on File and select Save.

Writing a Medical Certificate

Creating a Medical Certificate is also the same as creating a new letter in MediRecords. This can be done from the Quick Dashboard and also from the Clinical Tab within the Patient Tab by clicking the corresponding icon.

1. Inside the patient's record, go to the Clinical Tab
2. Click on the Medical Certification icon
3. After clicking the icon, this from will open and you can fill in the fields to whom you are sending the letter to (Recipient), the Subject (will default to Medical Certificate) and Additional Notes (optional), then click Save. \
    
4. A Medical Certificate Template will be automatically filled in with the patient's details. You may also add additional details on the letter. This will automatically be saved.
5. Click on File and select Save.
    
6. After clicking Save, you may change the Status of the letter from Draft to Final.

Writing a Specialist or Referral Letter

1. Inside the patient's record, click on Clinical Tab
2. Click on the Specialist Letter icon
3. A new letter creator will open, and a form will show. The fields for where the letter From are, Patient, and Subject will be auto filled with details. You can choose a contact, user, or patient on where you are sending the referral letter to. Click Save once the details are filled out.
4. The Specialist Letter/ Referral Letter Template will be auto filled with the patient details.
5. Click on File and then Save.

Writing a Letter from the Contacts Page

1. Click More
2. Click Resources
3. Click Contacts
4. Click Service Providers or Health Professionals
5. Click the Tick-box next to the name of the contact
6. Click More to reveal a drop-down list
7. Click Letter to open the letter properties form
8. Complete the form with all the required details
9. Click Save to open the letter-writer
10. Compose the letter using both free-text and the merge fields on the left-hand side, or you can also click on Letter to choose a letter template.
11. Once complete, click File and then Save to return to the properties form
12. New Letter form will open, you can change the Status from Draft to Final, and then finally Save.

Related Reading

• Letter Writing: Formatting Tools
• Letter Writing: Electronically Signing a PDF Letter