Letters

You can generate letters in your word processor by selecting the relevant appointment or service in the tree and then selecting a type of letter from the Word menu.

The letters are actually generated using template files in Microsoft rich text format which contain know text strings that are replaced by values from the selected client, appointment, service or referrer.

You should be able to use a variety of word processors such as Microsoft Word and OpenOffice.

For example, the following letter was generated by selecting Daisy Duck’s first appointment and the selecting “Referrer acknowledgement” from the Office menu.


You will often modify the generated letter before sending it.

Letters are generated from "templates" that are files that have known text strings that are replaced by values from the selected client and appointment. For example the above letter was generated from this template:


You can set up your own letter templates and add them to the menu.

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