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Multiple Recipients for Letters
Multiple Recipients for Letters

Add multiple recipient details to letters

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

With Semble, you can insert automated recipient blocks for letter templates. This allows you to put in the details of other people into a letter without having to manually type it out.

Note: To create multiple recipient blocks and manage letters in general, you must have a role assigned to you that gives you editing permissions for Letters and Letter templates. For more information on roles, see here.

In this article:

Create a Recipient Block

You can create a multiple recipient block for a letter template, from the Settings page:

1. Go to the Letter templates tab.

2. Click New.

3. Select Recipient block.

4. Give the recipient block template a name.

5. Write the recipient block using the text editor.

6. Choose whether you want to Use custom footer.

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

The recipient block template appears in the Letter templates tab. You can now add this recipient block to a letter template.

Add a Recipient Block to a Letter Template

If you have not yet created a letter template, then you can find out how to do so here. You can add a recipient block to a letter template at any time from the Settings page.

1. Go to the Letter templates tab.

2. Select the letter template that you want to add a recipient block to.

3. Scroll down to the Letter body, then click your cursor in the text editor where you want the recipient block to appear.

4. Open the Recipient dropdown.

5. Hover your cursor over Copied in, then select the recipient block you want to add. The recipient block appears as an automated tag in the text editor.

6. Click Save in the top right-hand corner of the page.

The recipient block is now added to the letter template. Letters using this letter template can now have external recipient details automatically inserted in them.

Add Multiple Recipient Details to a Letter

When you have created a recipient block and added it to a letter template, you will then be able to automate the details of multiple recipients for a letter. To do this:

1. Start creating a new letter for a patient as you normally would. For information on how to do this, click here.

2. Insert the letter template that you have linked to the recipient block into the text editor.

3. Go to Copied in recipients, then select the recipients who you want to appear in the letter from the dropdown.

4. Finish writing the rest of the letter.

5. Click Save at the top of the page.

The added recipients will appear on the letter with the details you configured automatically filled in:

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