Creating letters

Within MediBooks, there are a number of different ways to create and print letters. One way to create a letter is by attaching it to a statement, to learn how to do this please read: Statement Watermarks and Overdue Account Letters. Another thing to keep in mind when creating bills is that if the letter contains data fields that relate to a bill it will be necessary to associate the letter with a bill for the letter to generate properly.

Printing letters from the front desk

Open the front desk and right-click on the bill you would like to associate a letter with. Select the "Letter" option to open the Letter Print Dialog.

Printing Letters from the Customer tab

Select a customer and go to the account page. To associate the letter with a bill, right-click on the letter and select Add - > Letter. If you want to create a letter without a bill use the [Letter] button from the command bar.

Letter Print Dialog

From the Letter Print Dialog that opens select the letter template you would like to use. Press [Print Letter] to populate it with the relevant details and print.

The dates and address that letters have been sent can be viewed from the letters tab of the toolbar at the bottom of the customer account screen.

Some of the prepopulated data fields such as the bank or practice manager information shown on letters can be changed from settings. The practice header and associated practice information shown at the top of the printed letter can be changed from the practice header page, for more information on this please read Practice Headers.

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