Letters

The Letters section allows documents to be read and created within Bp Allied on a Client by Client basis.

In this section

Working in the letter and template editor

Create a New Template

Creating a Template from an Existing Document

Merging a Template with a Client

Email a Document

Email a Document as an Attachment

Email Telehealth reminder (not Using Zoom Integration)

Manage Templates

Print Preview

Sending a Letter via Secure Messaging

Create a Letter from within Client Details

Managing PDF Documents

Save a Letter