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Letter Templates
Letter Templates

Create, edit, and delete letter templates in Semble

Jessica Magri avatar
Written by Jessica Magri
Updated over a week ago

This article is about how to create and manage letter templates. For information on how to create letters, see here.

Note: To create letter templates you must have a role assigned to you that gives you editing permissions for Letter templates. For more information on roles, see here.

In this article:


Create a Letter Template

You can create a letter template from the Settings page:

1. Go to the Letter templates tab.

2. Click New in the top right-hand corner.

3. Select Body

4. Give the template a name.

5. Enter the content of the letter template using the text editor. Use the dropdown menus to insert automated tags and fields into the template. Below I have clicked "Insert logo" and am I clicked "Patients" to start using the patient placeholders e.g. "First name".

For information on how to get the best experience with the text editor, see here.

Use free text and the placeholders to create the letter template you would like, eventually you should have something that looks like this, a combination of placeholders and free text:

6. Click Save.

Your template appears in the Letter templates tab under Bodies.


Spacing

Before creating your template you may click on this drop down which will allow you which type of spacing you require between each line:

You will have the choice between Double Line Spacing and Single Line Spacing, you may click on the type of spacing you would like for your letter. Kindly bear in mind that changes you make here will affect any new letters and letter templates you create, or any new changes you make to existing ones, it will not be applied to previously created templates.

Single Line Spacing:

Double Line Spacing:

You can also manually use two different line spaces to create gaps in your text.

Press Enter on your keyboard for a paragraph break:

Or press Shift + Enter for a new line:


Format Pre-Written Text

If you want to format words that have been written in a different application (such as Microsoft Word), it is recommended that y


Edit a Letter Template

You can edit a letter template at any time from the Settings page:

1. Go to the Letter templates tab and scroll to 'Bodies' and click 'Expand' button.

2. Select the letter template that you want to edit and click the ellipsis as circled below then "Edit":

3. Make the edits you want.

4. Click Save in the top right-hand corner.


Delete a Letter Template

You can delete a letter template at any time from the Settings page:

1. Go to the Letter templates tab and scroll to 'Bodies' and click 'Expand' button.

2. Click the more options icon next to the letter template you want to delete.

3. Select Delete.

4. Click Delete in the confirmation box.

The letter template is deleted from Semble.


Placeholders available on your letter template

Placeholders are an essential tool when creating letter templates, as they allow you to personalise each letter automatically.

Placeholders are special tags that you insert into your letter template. When the template is used, these placeholders are automatically replaced with the relevant information for the specific patient.

This means you can create a single template and use it for multiple patients, saving time and ensuring consistency.

Using the above ensures that all letters follow the same format and contain all necessary information, maintaining a professional and standardised communication approach.

Here is the list of the placeholders available when creating letters on Semble:

Insert logo

Insert date

Clinic

Adress

Full address

Street address

City

Postcode

Country

Letterhead

Clinic name

Room

Recipient

To

Title

First name

Last name

Address

Email

Phone

Company

Notes

Copied in

It allows you to choose from one of the recipient block template you've created.

Patient

Title

First name

Last name

Age

Occupation

Company

Religion

Ethnicity

Date of birth

Date of death

Gender

Sex

Address

Email

Phone

Communication pref.

Billing details

Payment reference

Membership

Comments

Related accounts

ID numbers (numbers previously created in patient settings)

Appointment

All

Most recent

Next

Consultations

All

Most recent

Practitioner

Title

First name

Last name

Address

Email

Signature

Qualifications

Registration

Insert product

All

Most recent

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