From referral and medical letters to official business correspondence, Caspen’s templates let you personalise, edit and create polished, ready-to-send letters quickly and easily.
Start from a template, check the preview, and send the finished letter from the client’s record.
Pick a template and Caspen fills in the client, practitioner, location, appointment and case details, with a live preview of the finished letter as you write.
Choose whether letters show the location’s logo, name, email, phone number and full address.
Add the signature placeholder and the practitioner’s saved signature appears on the letter.
Send to the client and their contacts with the letter attached as a PDF or embedded in the email. Sent letters are marked Sent.
Letters sit on the client’s profile and on the contact they are for, and each email is logged in the client’s communications.
Smaller touches that keep your letters consistent and easy to manage.
Create as many templates as you need for referrals, reports and everyday correspondence.
Copy an existing template and adjust it instead of starting from scratch.
Download any letter as a well-formatted PDF to share or print.
Change a letter’s name or wording later, with the preview alongside.
Save the email that goes with your letters, with placeholders for the client, contact and letter name.
See when each letter was created, updated or sent, and by whom.
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