Lumary AH - This article explains how to generate a letter for a client using a letter template.
Letter templates can pull information from across your environment and merge it into a PDF document or an email for distribution.
To create a letter for a client using a template:
- Go to your client's record.
- Click on the Generate Letter button at the top of the record.
- Click on the Letter Template drop-down list and select one of the templates.
- Click on the Next button.
- This will open the Letter Details section.
Under Letter Details, you can make selections to bring specific information into your letter, including the date, referrals, appointments and case notes.
- Once you've made your selections, click on the Preview button.
- If required, you can edit the Subject field.
- Check the Letter Preview field to make sure all of the relevant information appears. You can use the text editing tools in this field to make additions and adjustments.
- Under Delivery Method, there are two options. You can:
Generate a PDF
To generate a PDF version of the letter:
- Under Delivery Method, select Generate PDF.
- Click on the Save button.
- This will create a letter record and store it under Support Needs on the client's record. A PDF version of the letter will be stored in the Files section of the letter record.
You can now download the letter and:
- print it out and post it, or
- send it as an email attachment.
Send as an email
To send an email version of the letter directly from your environment:
- Under Delivery Method, select Send as Email.
- This will reveal an Email Details section. The fields in this section are described in the following table.
| Field | Purpose and use |
| Sent From | Choose your own email address or a generic email address that has been set up in your environment to receive replies. |
| Send Email To | Search for and select up to 5 existing contacts. These contacts must have an email address recorded in your environment. |
| Subject |
Select whether to use the current subject or provide an alternative for the email. Choose:
|
- Click on the Save button.
- This will send an email version of the letter to the selected contacts. It will also create a letter record and store it under Support Needs on the client's record.
To edit a letter:
- Go to the client’s record.
- Click on the Support Needs tab.
- Scroll down to the Client Letters section.
- Click on the Letter ID text link to open the relevant letter.
- Scroll to the end of the field you need to edit and click on the pencil icon.
- Make any additions and adjustments.
- Click on the Save button.
- Click on the Generate Letter PDF button to generate a new PDF.