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.
We recommend first to set up your consultation letter settings.
To enable the consultation letter, you first need to create a treatment plan. Once a treatment plan is created, click the “Consultation Letter” button in the Treatment Plan tab to create or edit the letter.
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.