Set up clinical letterhead templates

Letterhead templates fully customise and personalise the header and footer content when you print, 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.

Create a new letterhead template

  1. Click Settings > General.

  2. Under the Clinical Settings section, next to Clinical letterhead templates, click the Icon-Edit.svg edit icon.

    Letterhead-01.png
  3. In the top right, click New Letterhead.

  4. In the letterhead template editor, configure the following:

    • Template Name: Enter a name for your letterhead template.

    • 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.)

    • Status: Active templates are available for selection, while Archived templates cannot be selected.

    • Header / Footer: Enter the content for your header and footer. You can add dynamic terms to personalise the template to any practitioner using it.

    • Header height: Enter the height for your header, starting from the top edge of the page.

    • Footer height: Enter the height for your footer, starting from the bottom edge of the page.

  5. To preview your letterhead template, click Preview at the bottom of the page.

  6. Click Save.

Your letterhead template is now ready to be selected when you print, email or fax a clinical note.

Default-Letterhead-01.png

Select a clinical letterhead template

  • Print

    1. Open the clinical note.

    2. In the toolbar in the top right, click the Icon-Printer.svg printer icon.

    3. In the pop-up, for Letterhead Template, select the letterhead you want to use.

      Letterhead-02.png
  • Email

    1. Open the clinical note.

    2. In the toolbar in the top right, click the Icon-Mail.svg envelope icon.

    3. In the pop-up, for Letterhead Template, select the letterhead you want to use.

      Letterhead-03.png
  • Fax

    1. Open the clinical note.

    2. In the toolbar in the top right, click the Icon-Fax.svg fax icon.

    3. In the pop-up, for Letterhead Template, select the letterhead you want to use.

      Letterhead-04.png

Updated

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