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. For information on how to create the letter template, see our article here. Once created you can then edit the document (if needed) and print it or save it to the clients correspondence to keep as part of the clients record.

Here's How to Do It:

  1. Access the client's record using the client search
  2. Go to Communication > New Letter
  3. Select the template from the drop down list
  4. You can then save the letter in Draft or as Sent and if desired you can Print or export the letter in Word or as a PDF

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: