Generating a Recall Letter

To generate a one off recall letter:

  1. From any recall screen, select Letter .
  2. The Select Recall Template to Open screen displays, highlight the template required and select Open.
    Training Tip - If your templates are not displayed, navigate to P:\WORDPROC\TEMPLATE which is the recommended directory for storing template letters, see Setting up Template Letters for details.
  3. The selected recall letter displays with the patient's details merged where appropriate, you can amend or update the letter as required.
  4. Select File - Print to print the letter ready for sending.
  5. Finally, select File - Exit.
Note - There is no need to save the letter, it is automatically saved and attached to the recall record.

Letter now displays with a red tick.

To generate batches of recall letters, see Generating Recalls and Letters in the Patient Groups Help Centre for details.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.