Letter Writing: Creating a Snippet for a Letterhead or Signature

Creating professional, consistent correspondence is simple with Snippets in MediRecords. Snippets allow you to save reusable content, such as a letterhead or signature, so you don’t have to reformat or retype the same information every time you draft a letter. This not only saves time but also ensures your documents always reflect your practice’s branding and standards.

In this article, you’ll learn how to create a Snippet for your letterhead or signature, and how to quickly insert it into new letters. By setting this up once, you’ll streamline your letter-writing process and keep your practice communications looking polished and consistent.

1. In More > Resources > Letter Templates select New Template.
Fill in the details, tick the Add to Snippets checkbox


2. Use any formatting tools you'd like to create your Letterhead. 


3. When you are happy with the layout of your letterhead, click File and Save.


4. Ensure that Add to Snippets is ticked and Save the document. 


5. Now, whenever you create a Letter, simply navigate to the Snippets drop down to insert your letterhead. Snippets can be inserted at any point, so you can also create a Signature Snippet to add to the end of your letter.