Editing a Letter Template

Editing a Letter Template

The content shown in this article is for version 7.26 of MediBooks and onwards. 

Open MediBooks and select the System Tab. Then click the [Letter Templates] button.


Use the dropdown box at the top of the page and select a template.


Use "Template Name" to change the name of the template.

Use the Group dropdown to set the template as a "Letter" or an "Estimate". This setting will determine where the letter can be generated, templates set as Letters can be added to bills and from statement delivery, while Estimates can be added from anywhere letters can as well pending invoices on the front desk.

Edit the template content as required. The Data Fields on the right-hand side of the screen will fill automatically with the content displayed inside the square brackets when added to the letter. To add them to the template either type the full name as it is written or select the data field you wish to use and press CTRL+C and paste the content with CTRL+V into the desired location.

Once you have made the desired changes press [Save & Preview] to save the changes and see an example of the letter, any data fields relating to bills will remain unchanged as the template must be associated with a bill for this to happen. The first time a template is previewed after opening the Letter Template Dialog a customer will need to be selected.

    • Related Articles

    • Creating a new Letter Template

      The content shown in this article is for version 7.26 of MediBooks and onwards. Open MediBooks and select the System Tab. Then click the [Letter Templates] button. Click [New Template]. Use "Template Name" to change the name of the template. Use the ...

    • How Do I Change The Practice Header

      In MediBooks there are two different ways to change the practice header being displayed these are; editing the practice header that is currently being used and selecting a new practice header. Editing the current Practice Header To edit a practice ...

    • MSG release notes

      7.38 Workflow report now uses Bill Consultation date for the consultation date filter. 7.35 Fixed issue with letters not printing the full template. Added searching by claim code to picklist. Fixed issue with Reassign Bill not appearing after a bill ...

    • Editing Workflows

      Workflows allow you to determine what screens each user will be sent to after certain activities. Open MediBooks and select the System Tab. Then click the [Workflow] button. The type of profile affected by the changes can be selected using the ...

    • Editing Font Size

      The font size used in the report can be changed by clicking [Settings], [Font Size]. Enter a number and click [OK] To return the font size back to its default setting, set the size to 0.