Composing a New Letter

Creating and sending letters in Dentally runs through a simple Step by Step procedure:

In the Correspondence tab, click on ‘New Correspondence’ and choose ‘New Letter’.

Firstly, select the letter template from your pre-defined list of templates, which can be configured in the Settings menu under Templates.

Once you have selected a template, if you do not wish to make any changes to the wording and wish to address the letter to the patient, using your default postal method, just cick Save.

If you need to make any changes other than the default, click Next Step.

The next step allows you to choose who you are adressing the letter to. You may be writing to the patient, or to a third party regarding the patient.

Choose the address from the list:

  • The Patient
  • The Patient’s Doctor - If the patient has a Doctor selected in their details tab
  • A Specialist - Choose from your pre-defined list of Specialists in your contacts list
  • Manually enter an address

After selecting a recipient or adding the address yourself click ‘Next Step’.

Here you can edit the letter from the original template if required. Once the letter is ready to send, click Save.

Last updated on 19th June 2018