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Adding Letters as Templates

  1. Open the SmartDoc on any patient
  2. Click “File”, then “Import”
  3. Enter the path or follow the folders until you find the file you want, then click “Open”
  4. After document has opened, click “Save as Letter”
  5. On the left-hand column, click on “Letters” to bring up your list of current letters.
  6. Name the document as you need
  7. If you wish to overwrite an existing document, simply name the document exactly the same as the one you wish to replace.
  8. If you spelled it right, you will get a message asking if you wish to overwrite the existing document. Click “Yes”
  9. You now have your Letter