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How do I create a consultation letter?

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

Written by Pablo

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.

Please note: the consultation letter is intended for the patient, to inform them about the consultation and the suggested treatment. It cannot be sent directly to the patient’s GP. To inform the GP about a performed treatment, use the GP letter instead.

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.

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