http://m.getsatisfaction.com/topics/7803670 Adding the capability to COPY a standard letter template 2018-10-16T23:38:22Z 2018-10-12T05:41:12Z 7803670 http://m.getsatisfaction.com/topics/7803670 7803670 Adding the capability to COPY a standard letter template 2018-10-16T23:38:22Z 2018-10-12T05:41:12Z Joyaa Antares http://m.getsatisfaction.com/people/5979473 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481663/JoyaaNov2012Sydney_medium.jpg joyaa_antares Hi Crew,<br /><br />Please may we add the capability of COPYING a standard letter <b>template</b>.&nbsp; This would work in the same was as the "COPY" button works in the appointment book "rules".&nbsp; &nbsp;Simply copy an existing letter <b>template</b>, make edits as required, and then save under a new name.<br /><br />Thanks.&nbsp;&nbsp; idea 2 2 2 comment http://m.getsatisfaction.com/topics/7803670/replies/19807738 http://m.getsatisfaction.com/topics/7803670 19807738 In Stride Health Clinic responded to "Adding the capability to COPY a standard letter template" 2018-10-16T21:44:31Z 2018-10-16T21:44:31Z In Stride Health Clinic http://m.getsatisfaction.com/people/8224187 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10819499/logo_medium.png in_stride_health_clinic Joyaa,&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I have templates letters on Frontdesk - you can open then up in the client file and just change the necessary fields as needed.&nbsp; You can add all the merge field codes into the template to automatically complete most of the letter eg. Dr Name/Address, Client details, Provider details, etc.&nbsp;&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I have posted examples previously.&nbsp; I have template letters for Certificate of Attendance, Physio Medicare Letters - first / last, basic, and Podiatry specific letters.&nbsp; Once you open the template in the client file complete the details and save directly into the client file.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Hope that helps.&nbsp;&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Sharon 0 http://m.getsatisfaction.com/topics/7803670/replies/19807890 http://m.getsatisfaction.com/topics/7803670/replies/19807738 19807890 Joyaa Antares responded to "Adding the capability to COPY a standard letter template" 2018-10-16T23:38:22Z 2018-10-16T23:38:22Z Joyaa Antares http://m.getsatisfaction.com/people/5979473 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481663/JoyaaNov2012Sydney_medium.jpg joyaa_antares Hi Sharon,<br />Yes - I understand that - we have some 20+ templates on our system.&nbsp; What I would like to see streamlined is the capability of more speedily creating one template from another.&nbsp; (Once the letter is saved on a person's file, it's not a "template").<br />Ta, Joyaa 0