Creating a New Recall Letter Template

The first stage to recalling patients is to design your Template. The Vision+ Letter template tools are based on mail merge. From within Practice Reports you create new templates using your preferred word processing application, or modify and delete any that you no longer require. Alternatively, you can create SMS Recall templates for patients you want to invite by text message, see Creating a Recall/Healthcare Invite SMS Message Template for details.

Training Tip - To access the Vision+ Practice Reports, you must not have a patient selected in Consultation Manager or the patient-specific menu displays.

To create a new recall letter template:

  1. From the Windows Notification Area, right click Vision+ Vision+ Icon in Notification Area and select Practice Reports:

  2. Select either QOF or Practice Lists as required and then select Merge Templates .
  3. From the Merge Templates toolbar, select the word processing application you are using, for example Word or LibreOffice :

    Note - The word processing applications display depending on what you have installed.
  4. The New Letter Template screen displays, complete the following:

    • Name - Enter a descriptive title for the new template.

      Training Tip - For QOF/QAIF Templates you may want to include the word QOF/QAIF in the name so you can easily distinguish between QOF/QAIF and non-QOF templates.
    • Patient Information - Tick against each item of information from the patients records that you would like to merge into the letter, or untick any items you do not require.

      Note - For Practices in Scotland the NHS Number merge field is replaced with CHI Number and for practices in Northern Ireland H+C Number is shown.
    • Clinical Data - If applicable, select the clinical data from the list to be included in the mail merge. When clinical data is selected, the merge fields available in the extract are made available to the word processing application. This is an extremely useful way of getting patient data into letter form.

  5. Select OK and the word processing application opens up in a new window with a basic template layout.

You should now see the new letter template displayed in the list on the Letter Templates screen.

Note – To print this topic select Print in the top right corner and follow the on-screen prompts.