Automatic Letter Generator

You can automatically generate personalised letters using your Letter Templates.  This is a great way to quickly produce referral acknowledgement letters, progress reports or other commonly used correspondence. Once created you can then edit the document (if needed) and print it.

 

Here's How to Do It:

  1. Create your Letter Template (See article "Creating a Letter Template")
  2. Access the client's record using the client search
  3. In the "Communicate" box select your template and click "Word"
  4. Select "Click Here to Open Document" (The document is in Rich Text Format so it can be opened in most word processing programs including Word)

 

Here is an Example of How it Works:

Your referral acknowledgement template, complete with merge fields might look something like this:

 

 

Once you have generated this template as a letter for a client, the end result would look like this: