How do I create a new letter template?

Create your own letter templates that are tailored to your practice. Set up your company letter heads, medical certificates, referral letters, invoices and more. Maximise your workflow efficiency by uploading a preexisting PDF, add mail merge fields and personalise it to suit your practice.

How do I create a new letter template?

You can create your own letter template resources in MediRecords by following the below steps:

1. Select More at the top of your MediRecords screen, followed by resources:

More Resources.png

2. Select Letter Templates:

Letter Templates.png

3. You can create two types of letter templates:

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A - New Template: Allows you to create a free formed letter complete letter heads, provider signatures and mail merge fields to populate information from the patient record, invoice, practice and more

B - New PDF Template: Allows you to upload an existing PDF document (like a care plan) into MediRecords from your desktop or shared drive. For these types of templates, you will need to create the PDF outside of MediRecords, complete with mail merge fields where required

~ In this article, you will learn how to create a New Template

4. Select New Template to create a free formed letter. This will open a blank letter template for you to work your magic on. Before doing so, you will need to enter some cursory but important information about the template.

Categories that are now available -

Letter
Care Plan
Billing
Migrated clinical images
Results
Assessment
Consent
Reports
Clinical Notes
Surgical
Other

Complete the form and press Save:

New Letter template.png

**NOTE**: Sharing determines who can access your new letter

Private: Only you (the creator) can view and use this template

Practice: Anyone within your practice using MediRecords can view and use this template

Community: Anyone with a MediRecords account can view and use this template

5. Start working your magic on the blank template. Categories on the far left can be expanded or collapsed by selecting the arrow outlined below:

Letter templates data.png

6. To insert a mail merge field, click the title of the field once:

Letter templates data 1.png

7. To insert an image, select the picture icon from the toolbar at the top. The toolbar can also be used to position text and images to the far left, center or far right and manage font and text size:

letter template insert image.png

Source the image from your desktop or shared drive. Before inserting the image, you can enter the images height and width manually, or use the images natural dimensions:

letter template insert image 1.png