Managing Letter Templates

This article is about how to create and manage letter templates.

Note: To create letter templates you must have a role assigned to you that gives you editing permissions for Letter templates


In this article:

Create a Letter Template

Spacing

Edit a Letter Template

Delete a Letter Template

Placeholders available for templates

Insert GP Details into a Letter

Create a Recipient Block

Add a Recipient Block to a Letter Template

Add a Clinician's Signature to a Letter Template

Add Multiple Recipient Details to a Letter


Linked articles:

Managing Letters

Letters: Headers and Footers

Letters Top Tips

Sharing or emailing a Letter


Create a Letter Template

You can create a letter template from the Settings page:

1. Go to the Letter templates tab.

2. Click New in the top right-hand corner.


3. Select Body on the top right hand side


4. Give the template a name.


5. Enter the content of the letter template using the text editor. Use the dropdown menus to insert automated tags and fields into the template.

In the example below I have clicked "Insert logo" and am I clicked "Patients" to start using the patient placeholders e.g. "First name".

Use free text and the placeholders to create the letter template you would like, eventually you should have something that looks like this, a combination of placeholders and free text:

6. Click Save.

Your template appears in the Letter templates tab under Bodies.


Spacing

Before creating your template you may click on this drop down which will allow you which type of spacing you require between each line:


You will have the choice between Double Line Spacing and Single Line Spacing, you may click on the type of spacing you would like for your letter.

Note: changes you make here will affect any new letters and letter templates you create, or any new changes you make to existing ones, it will not be applied to previously created templates.


Single Line Spacing:


Double Line Spacing:


You can also manually use two different line spaces to create gaps in your text.

Press Enter on your keyboard for a double line:


Or press Shift + Enter for a single line:


Edit a Letter Template

You can edit a letter template at any time from the Settings page:

1. Go to the Letter templates tab and scroll to 'Bodies' and click 'Expand' button.

2. Select the letter template that you want to edit and click the ellipsis as circled below then "Edit":

3. Make the edits you want.

4. Click Save in the top right-hand corner.


Delete a Letter Template

You can delete a letter template at any time from the Settings page:

1. Go to the Letter templates tab and scroll to 'Bodies' and click 'Expand' button.

2. Click the more options icon next to the letter template you want to delete.

3. Select Delete.

4. Click Delete in the confirmation box.

The letter template is deleted from Semble.


Placeholders available on your letter template

Placeholders are special tags that you insert into your letter template. When the template is used, these placeholders are automatically replaced with the relevant information for the specific patient.

This means you can create a single template and use it for multiple patients, saving time and ensuring consistency.

Using the above ensures that all letters follow the same format and contain all necessary information, maintaining a professional and standardised communication approach.

Here is the list of the placeholders available when creating letters on Semble:

Insert logo

Date

DD Month YYYY (e.g., 30 March 2022)

DD/MM/YYYY (e.g., 30/03/2022)

Day (e.g., 30)

Day (e.g., Wednesday)

Month (e.g., March)

Year (e.g., 2022)

Location

Adress

Full address

Street address

City

Postcode

Country

Letterhead

Clinic name

Room

Recipient

To

Title

First name

Last name

Address

Email

Phone

Company

Notes

Copied in

It allows you to choose from one of the recipient block template you've created.

Patient

Title

First name

Last name

Age

Occupation

Company

Religion

Ethnicity

Date of birth

Date of death

Gender

Sex

Address

Email

Phone

Communication pref.

Billing details

Payment reference

Membership

Comments

ID numbers (numbers previously created in patient settings)

Relationships

All

Anaesthetist

Emergency contact

Family member

GP

Insurance provider

Next of kin

Parent/guardian

Paying account

Practitioner

Referring clinician

Social worker

Spouse/partner

Appointment

All

Last appointment

All

Type

Location

Clinician

Date

Start time

End time

Comments

Next appointment

All

Type

Location

Clinician

Date

Start time

End time

Comments

Consultations

All

Most recent

Most recent all

Date

Clinician name

Problem heading

Presenting complaint

Medication (All acute or All repeat)

Clinician

Title

First name

Last name

Specialty

Address

Email

Signature

Qualifications

Registration

Insert product

All

Most recent


Create a Recipient Block

You can create a multiple recipient block for a letter template, from the Settings page:

1. Go to the Letter templates tab.

2. Click New.

3. Select Recipient block.

4. Give the recipient block template a name.

5. Write the recipient block using the text editor.

6. Click Save in the top right-hand corner.

The recipient block template appears in the Letter templates tab.


Add a Recipient Block to a Letter Template

If you have not yet created a letter template, then you can find out how to do so here. You can add a recipient block to a letter template at any time from the Settings page.

1. Go to the Letter templates tab.

2. Select the letter template that you want to add a recipient block to.

3. Scroll down to the Letter body, then click your cursor in the text editor where you want the recipient block to appear.

4. Open the Recipient dropdown.

5. Hover your cursor over Copied in, then select the recipient block you want to add. The recipient block appears as an automated tag in the text editor.

6. Click Save in the top right-hand corner of the page.

The recipient block is now added to the letter template. Letters using this letter template can now have external recipient details automatically inserted in them.


Insert GP Details into a Letter

When you have added the GP as an external contact to your practice, you can insert their details into a patient letter.

1. Create a recipient block for a letter template. 

2. Create a new letter for the patient who has the external GP. For information on how to create a new letter, see here.

3. Select the GP from the Copied in recipients dropdown menu.

4. Insert the template that has the recipient block, into the text editor.

5. Finish writing the letter as you normally would.

6. Click Save.

If you now view the letter, the GP's details will appear where the recipient block was inserted:


Add a Clinician's Signature to a Letter Template

You can add a clinician's signature to a letter template at any time, from the Settings page.

Note: Before you attempt to add a clinician's signature to a letter template, you must first make sure that you have uploaded their signature to Semble.

1. Create a letter template as you normally would. For more information on how to do this, see here.

2. Go to the Letter body, and click your cursor where you want the signature to be inserted.

3. Open the Practitioner dropdown menu, then select the Signature placeholder.

4. Finish the letter template as you normally would.

When you use this letter template for a letter, the signature of the selected clinician will now be automatically added to the letter.


Add Multiple Recipient Details to a Letter

When you have created a recipient block and added it to a letter template, you will then be able to automate the details of multiple recipients for a letter. To do this:

1. Start creating a new letter for a patient as you normally would. For information on how to do this, click here.

2. Insert the letter template that you have linked to the recipient block into the text editor.

3. Go to Copied in recipients, then select the recipients who you want to appear in the letter from the dropdown.

4. Finish writing the rest of the letter.

5. Click Save at the top of the page.

The added recipients will appear on the letter with the details you configured automatically filled in: