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How do I create a consultation letter?
How do I create a consultation letter?

Learn how to create a letter after the consultation of a patient.

Jonathan avatar
Written by Jonathan
Updated over a week ago

During a consultation, the practitioner can create a letter. This can be used to inform the patient about the consultation that was performed and the suggested treatment.

To create or edit a consultation letter, click the Consultation Letter button in the Treatment Plan tab of a record:

A window will open where you can create or edit the consultation letter. Tick the top checkbox to create a consultation letter for this record

Below that, you can edit the consultation letter text.

By default, the consultation letter is generated from the clinic templates. When multiple treatment categories are active at the same time, the category-specific texts are combined automatically.

When necessary, edit the consultation letter text to add relevant information about the specific consultation of the patient.

Finally, you can choose to send the consultation letter to the patient.

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