Letterhead templates fully customise and personalise the header and footer content when you print or email or fax your clinical notes.
Set up a standard template for your whole group, specific locations or even individual practitioners. You can even create multiple letterhead templates for yourself, each one for a different purpose.
Note
If you haven't set up separate invoice letterheads, your invoices default to using the most recent clinical letterhead template with the most relevant Level setting.
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Click Settings > General.
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Under the Template Settings section, next to Clinical letterhead templates, click the
pencil icon.
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Click New Letterhead to create a new letterhead template, or select a letterhead template from the list to edit.
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In the letterhead template editor, configure the following:
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Template Name: Enter a name for your letterhead template.
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Level: Select the level you are creating this template for, then (if applicable) select your location or practitioner specifications. (Note: Any level can have multiple letterhead templates, however your letterhead list must always have at least one template at the Group level.)
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Status: Active templates are available for selection, while Archived templates cannot be selected.
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Header / Footer: Enter the content for your header and footer. You can add dynamic terms to personalise the template to any practitioner using it.
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Header height: Enter the height for your header, starting from the top edge of the page.
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Footer height: Enter the height for your footer, starting from the bottom edge of the page.
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To preview your letterhead template, click Preview at the bottom of the page.
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Click Save.
Your letterhead template is now ready to be selected when you print, email or fax a clinical note.
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Print
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Email
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Fax
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