Guides · Welcome Packs
Keep welcome pack templates
Save your letter and the items that go with it, so every new patient starts from there.
An owner or admin can create and change templates.
Write the letter
In Welcome Packs, press Templates, then New template. Give it a name only your clinic sees, and write the letter with headings, lists, bold and links.
Press Insert to place a patient's first name, the clinic's name, the appointment, the practitioner or the location. Each is filled in for each patient when a pack is sent.
Say only what you would say to anyone with this appointment: nothing about their care.
Add what goes with it
Press Add items to attach published forms and a bulk billing agreement, then press Create template.
Change or retire it
Open a template to change it and press Save template. A pack already sent keeps the letter it was sent with. Press Archive to stop offering a template; Restore brings it back.
Next
Still stuck? Open a ticket from Support in the app, or send us a message.