When to use this: After a consult, when the GP, a treating clinician or an employer needs a letter.
▶ Watch the video (about a minute, captions included).
Steps
Step 1 of 8
Save the consult note first. Generate letters appears on a saved note, draft or finalised.
Step 2 of 8
Select Generate letters.
Step 3 of 8
Choose a Template for the letter.
Step 4 of 8
Choose who it is To, from the client's contacts or your address book, or select Enter manually.
Step 5 of 8
Select Add another letter for up to three letters at once, then select Generate.
Step 6 of 8
Keep working. A card shows each letter drafting, then Ready.
Step 7 of 8
Open Letters (Option or Alt + 3). Each draft has its own tab on your letterhead. Check the subject line and edit the letter as you need.
Step 8 of 8
Select Finalise & Send, check the recipients and how each one receives it (HL is HealthLink), then select Send.
Good to know
Drafts use the note as their basis. Always review a letter before you send it.
You can have three letters open at once. Close one to start another.
If it doesn't work
A letter shows "Couldn't draft".
Select Retry on the card.
"Discard this letter?"
A letter needs a title, some content and a signature before it can be saved.
The Letter button is greyed out.
Three letters are already open. Close one tab first.
Still stuck? Contact Tacklit support.