Generate a letter from a letter template for an allied health client

Lumary AH - This article explains how to generate a letter for a client using a letter template.

Letter templates can pull information from across your environment and merge it into a PDF document or an email for distribution.

To create a letter for a client using a template:

1. Go to your client's record.
2. Click on the Generate Letter button at the top of the record.
3. Click on the Letter Template drop-down list and select one of the templates.
4. Click on the Next button.
5. This will open the Letter Details section.

Under Letter Details, you can make selections to bring specific information into your letter, including the date, referrals, appointments and case notes.

6. Once you've made your selections, click on the Preview button.
7. If required, you can edit the Subject field.
8. Check the Letter Preview field to make sure all of the relevant information appears. You can use the text editing tools in this field to make additions and adjustments.
9. Under Delivery Method, there are two options. You can:

• • generate a PDF that you can print out and post, or
  • send the letter as an email.

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Generate a PDF

To generate a PDF version of the letter:

10. Under Delivery Method, select Generate PDF.
11. Click on the Save button.
12. This will create a letter record and store it under Support Needs on the client's record. A PDF version of the letter will be stored in the Files section of the letter record.

You can now download the letter and:

• print it out and post it, or
• send it as an email attachment.

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Send as an email

To send an email version of the letter directly from your environment:

10. Under Delivery Method, select Send as Email.
11. This will reveal an Email Details section. The fields in this section are described in the following table.

Field	Purpose and use
Sent From	Choose your own email address or a generic email address that has been set up in your environment to receive replies.
Send Email To	Search for and select up to 5 existing contacts. These contacts must have an email address recorded in your environment.
Subject	Select whether to use the current subject or provide an alternative for the email. Choose: Use subject from above to use the subject in the Subject field at the top of the Generate Letter form, or Custom Subject to open a new mandatory Custom Email Subject field to use an alternative subject.

12. Click on the Save button.
13. This will send an email version of the letter to the selected contacts. It will also create a letter record and store it under Support Needs on the client's record.

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To edit a letter:

1. Go to the client’s record.
2. Click on the Support Needs tab.
3. Scroll down to the Client Letters section.
4. Click on the Letter ID text link to open the relevant letter.
5. Scroll to the end of the field you need to edit and click on the pencil icon.
6. Make any additions and adjustments.
7. Click on the Save button.
8. Click on the Generate Letter PDF button to generate a new PDF.