Generating and Printing Letters

Modifying Templates

Templates contain default information, such as margins, fonts, lettering style, and so on. They also contain variables that are used in a mail merge document.

There are two types of templates:

• Microsoft WordUse for patient and referral documents and envelopes.

• QuickEditUse for patient and referral documents.

To modify a template:

1. Select Letters > Template Maintenance. Select and open a Microsoft Word or QuickEdit template.

2. Edit the template.

3. Save the modifications.

4. Select File > Exit.