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Send a letter to a referring doctor
Send a letter to a referring doctor

Learn how to send letters to a patient's referring doctor.

Emily avatar
Written by Emily
Updated over a week ago

If you've linked a referring doctor up with a patient, there might be times that you need to send a letter to that doctor (or at least include them in the letter's details!).

This article will walk you through how to make sure your letter templates are set up correctly to include referring doctor information on them, as well as how to actually send that letter to the doctor! 

There are two key considerations with this process:

Step one: add referring doctor placeholders to letter templates

When you're creating a letter template, you'll notice that there are a lot of "placeholders" to choose from. Placeholders look like pieces of text in brackets, and "pull" information into the letter from specific areas in Cliniko. 

When using the referring doctor placeholders, you'll want to select from the REFERRING DOCTOR menu in the letter template:

This will give you quite a selection of placeholders to choose from (all pertaining to the referring doctor):

When you select placeholders, they'll look like this in your letter template:

The referring doctor placeholders pull information in from whatever has been included in the referring doctor's contact profile!

Be sure to save that template!

Step two: write the letter

When writing a letter that includes referring doctor details, you'll want to be sure that you select the template that includes the appropriate placeholders. For example, this clinic has created a template specifically called "Referring doctor follow up", so that's what would be selected when writing the letter in the patient's file:

As long as the placeholders have been formatted correctly and the patient has a referring doctor attached to their file, you'll see the placeholders "pull in" the relevant doctor's details:

Create the letter, and when you're ready to email it, you can choose the referring doctor's email address (assuming they have an email address listed in their contact details!):

Of course, you can also print and send that letter outside of Cliniko, too!

Once you've got it all set up, sending letters to referring doctors should be a breeze! 👌But, if you have any questions at all, definitely reach out to our friendly support team for help!

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