Letter Editor toolbar

Letter Editor toolbar
1

New letter

1. New letter
Click New to open a New Blank Document within the current tab you are working in.
2

Open

2. Open
Click Open to open an existing document to view and/or configure for use with myPractice.
3

Save to Client Record

3. Save to Client Record
Click Save to Client Record to save the document you are working on into the Clients file. It can be found under the Docments/Phone Calls Tab.
 
The Save Options dialog box displays
 
Change the File Name as required
Select the Save As document type
  • Word .docx files can be read by MSWord 2010 and above
  • RTF refers to Rich Text Format
Click OK
 
If the Client record is already open Click GO to refresh the Client record to see the document saved
Changes to this document will be overwrite the original as long as the name does not change.
 
4

Save to Computer

4. Save to Computer
Click to save the document onto your computer (i.e. outside of myPractice)
  • Your specific Save location is set in Options > Documents > Default Document Save Location
5

Print

5. Print
Click to Print your document.
6

Print Preview

6. Print Preview
Click to Preview your document before Printing.
7

Quick Print

7. Quick Print
 
8

Email As Attachment

8. Email As Attachment
Click to Email the document as an attachment.
9

Send Securely

9. Send Securely
This button will become enabled if you have entered details for your secure messaging provider under System > Options > Secure Messaging. 
Click this button to send your document to a health care provider via secure messaging. 
10

Email

10. Email
Click Email to email the document as the actual email body. 
This document will not be sent as an attachment but inserted into the body of the email
11

Manage Templates

11. Manage Templates
Click this button to manage the templates displayed in the template list
12

Save as Template

12. Save as Template
Click to save the current document as a Template for future use within myPractice.
 
Give the template a name
Click OK
The template will display in the template list.
13

Undo & Redo

13. Undo & Redo
Undo or redo the last action.