Referral Letter 

Referral letters are another type of Sheet.  To create or send patient letters, see Patient Letters.  See Letter Merge for more complex letters. Sent letters can be viewed in the patient's Chart module, Progress Notes and Account module.

To create or send a letter, you must first complete the following steps:
1. Set up at least one custom referral letter template in Sheet Setup.
2. For the patient, attach the Referral in the Family module.

To create or send a referral letter, click the Letter dropdown.  All attached referrals will be listed under Referrals:

Select the referral name.

A list of referral letter Sheet templates will show.

Double click on a letter to open it, then Fill it Out.  Below is an example of the internal referral letter included in EZ2000 Plus Dental. You can also creatge your own.  'Letter text' can be entered here, or enter default text in the sheet template.

To send the letter, click Print/Email.

By default, if an e-mail is already entered for the referral on the Edit Referral window, E-mail to referral will be checked, the e-mail will show, and Paper copy will be set to 1. 

If an e-mail is entered for the patient, it will also show, but the option will not be checked.

If no e-mail is entered for a referral, the Paper copy default is 2.  This value can be manually changed.