Attaching a Letter to a Non-QOF Template

For Vision+ templates which you have downloaded from Download Web Files, for example Seasonal Flu Vaccination Programme, DMARDS Outcomes Manager, before you can select a letter template you must attach the letter to the relevant Vision+ template.

Note - You do not need to do this for any QOF/QAIF protocols.
  1. From the Practice Lists screen, select Attach Merge Template .
  2. Next, select the Vision+ template you wish to apply the letter template to and select Attach .

  3. The Letter Templates screen displays. Select Letter .
  4. Choose the letter template you wish to use and click Open.

  5. The letter template is now added to the Templates Screen for the selected Vision+ template.

  6. Select OK to close.
    Note - You must do this for each new letter template you create and each new/updated non-QOF Vision+ template.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.