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Overview of Letters
Overview of Letters

View and manage patient letters

Cindy avatar
Written by Cindy
Updated over a week ago

This article is about how you can create, view, edit, share, and print existing patient letters. For information on how to create a letter, see here.

Note: To manage patient letters you must have a role that gives you editing permissions for Letters and Patient settings. For more information on roles, see here.

In this article:

Create a Letter

You can create a letter from the Patients page:

1. Select the patient who you want to create a letter for.

2. Go to the Letters and forms tab.

3. Click New letter.

4. Enter the basic details of the letter:

  • Status (optional): Choose the draft status of the letter

  • Subject: The title of the email

  • Recipient (optional): Choose whether to send the email to an external contact

  • Copied in recipients (optional): Add the automated details of other recipients to a letter. For more information on how to fully set this up, see here

  • Location (optional): Include the origin location of the letter. This will not appear on the actual letter

  • Practitioner (optional): Include the practitioner associated with the letter. This will not appear on the actual letter

5. Choose whether you want to use a letter template, using the Insert template dropdown in the text editor. For information on how to create letter templates, see here.

6. Write the letter by typing into the text editor. You can also insert automatic tags (such as the patient's name, and your practice's logo) by clicking the buttons at the top of the text editor. For information on how to get the best experience with the text editor, see here.

7. Click Save and preview to preview your letter or save as a draft.

The letter now appears in the Letters tab in a patient's record, and on the main Letters page in Semble. For information on how to edit and share a letter, see here.

Edit a Letter

You can edit a letter at any time from the Letters page. For information on how to update a letter's status, see here.

1. Select the letter that you want to edit.

2. Click the Edit button in the top right-hand corner.

3. Make the edits you want.

4. Click Save and preview to preview your letter or save as a draft.

Share a Letter

You can share a letter at any time from the Letters page:

1. Click the more options icon next to the letter that you want to edit.

2. Select either Share or Email.

You can also view your letter and click on share or email.

  • Share: Send the letter as a secure link to either the patient or to an external contact of theirs

  • Email: Send the letter as an email to anyone

Print a Letter

You can print a letter at any time from the Letters page:

1. Select the letter that you want to print.

2. Click the print button in the top right-hand corner.

A new tab opens the letter as a PDF.

3. Print the PDF as you normally would.

Delete a Letter

You can delete a letter from any time from the Letters page:

1. Click the more options icon next to the letter that you want to delete.

2. Select Delete.

3. Click Delete to confirm.

The letter is deleted from Semble.

Note: If you previously shared the letter to a patient or external contact, their copy will still exist.

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