Sending Letters to Referrers
This article will show you how to send a letter to a referrer from a client’s profile.
Before we begin, please make sure to:
☑ Create a referrer profile.
☑ Ensure the referrer profile has a valid email address.
☑ The referrer is entered into the client’s profile on the Referrals page and is set as Default.
Our article here explains how to accomplish the above tasks: Adding/Editing Referrers and Referrals
Generating the Letter from a Letter Template
- 1
-
Go to the client’s profile and navigate to
Communication → New Letter
- 2
-
Select the
Related Appointment.
- 3
-
Next, choose the template you want to send the referral to.
You’ll see the letter appear in the text editor, ready for sending. Feel free to edit the text or add any extra information.
Sending the Letter
After drafting your letter, you can send it as a PDF via email. Here’s how:
- 1
-
Click the
Send as Attachment button on the bottom-right corner.
- 2
-
Read the prompt that appears, and click
YES to continue.
- 3
-
In the ‘
To:’ dropdown menu, choose the referrer to whom you want to send the email.
- 4
- Use the ‘ CC:’ field to select the client or a client’s contact. Doing so will send the letter to them in addition to the referrer.
- 5
- When you send the letter as attachment, you will be able to select a custom email template created and saved in Tools Communication > Templates. If you do not select a custom email template, the system will use a default template for sending attachments. The 'From' email address in the default email template is populated from the Settings > Configuration > Communication page, the 'Business Email Address' field. If no email address is entered there, the system will use the email address saved in Settings > Configuration > Business Info.
-
- 6
-
Click
Send Email on the bottom-right corner.
Important
If you do not see the Send Email button, this means that your display is set to scale larger than 100%. To resolve:
1. Zoom out on the browser screen to 100% for the immediate fix.
2. On a Windows device, set up the Display Scaling and Layout to 100% by default, for the permanent fix:
- Open device Settings → System → Display- Select the Scale and Layout to be 100% (Recommended)
3. On a macOS device,
- go to the Apple Menu → System Preferences → Displays- change the scaling to be smaller (more space)
Now go to the referrer’s profile (use the search bar to quickly find the referrer) and navigate to Communication → Activity. Here, you’ll see the letter + email. If it is in ‘ Sent’ status, it means the email and the attached letter successfully went through to your referrer's inbox.
