Customizing Letters and SMS in Healthbridge Clinical

1. Go to Provider Settings:
   
   • Click on your provider name (top right corner).
   • Select “Letters & SMS”.

2. Create a New Letter Template:

• Click  "New Template".
• Give the letter a name (e.g., "Referral Letter", "Work Motivation Letter").
• Type the content of the letter.

3. Use Placeholders for Patient Details Click on "Special Placeholder" to insert dynamic fields like:

• Patient First Name
• Patient Surname
• Patient ID Number
• Practice Name
• Provider Name & Signature.

This ensures the letter is automatically personalized when used.

4. Click Save to store the template for future use.

5. To modify a letter, click the edit (pencil) icon next to it.