Note: Patient Letter templates are designed to be used when creating a patient letter in Results Manager. When used to create a note, the patient's name and address are included in the note heading.
1. If you haven't already, go to the Custom Templates module.
2. Click the at the Add New... field and click Patient Letter. The LMR prompts in a text block for entry of template text.
3. Click the main window and type the body of your letter template. To apply special formatting (such as bold or italic text) or check spelling, click the appropriate button. You must first select text when formatting existing text.
4. If appropriate, update options for I or O (inpatient or outpatient) to reflect the type of template.
5. Type or select a category, type, and subject for your new template. The subject is the name that is assigned to a new note when you create one from this template.
6. Click Save.
7. Type or select a Template Name. Click to select whether you want to save your template to your personal list (My list) or make it available to others within your practice (Practice or Practice General). Regardless of which option you choose, other LMR users cannot edit or delete your template.
8. If desired, click Save to Modules. To save this template as your default, click Default.
9. Click Save.