Creating Template Favourites
Adding a letter template to your list of favourites will make your most commonly used letters more readily accessible. Favourites are created for each individual user; marking a template as a favourite won't set it as a favourite for other users.
To add a letter template to your favourites list:
1. Navigate to the Letter Templates resources page (More > Resources > Letter Templates):
2. Search for the desired letter template using the quick search bar on the far right of the screen:
3. Select the tick-box to the left of a letter you would like to add to your favourites list.
The More tab will appear, once selected, a drop-down list with the option to Add to Favourites will appear. Select Add to Favourites:
3A. (Optional) You can verify that your chosen letter template has been added to your favourites list by navigating to a patients record. Select the Dashboard or Clinical tab, followed by New Letter on the Quick Actions tab:
3B. (Optional): You will then have the option of adding a recipient, subject line, and brief description. Alternatively, simply select Save:
3C. (Optional): Using the tabs provided at the top of your page, select Favourites. Once selected, your newly favourited resource should appear from the drop-down list and be ready for use:
*NOTE: Should your chosen letter template not appear, return to your list of letter template resources and confirm Add to Favourites has been selected, if not, select Add to Favourites.
You can continue to add to your favourites list by repeating the above process.
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