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KB-106Clinical softwareHow-to
Draft. This article is awaiting technical review and may change — if anything here conflicts with advice from our team, follow the team.

Write a letter in the editor: Insert from the record, { } Field, and the formatting that survives print and email

Bring the patient's diagnoses, medications and results into a letter with one deliberate click, fill the administrative fields without retyping them, and use the few formatting choices that look the same on paper and in the emailed PDF.

Before you start

The editor is the same whether the letter is written from the consult or from the chart's New from template. Who the letter is to comes first (KB-048 — Refer a patient: find a provider in HealthLink/HealthShare, or record a referral without a letter); templates and the pronoun fields are an administrator's topic (KB-049 — Build and import letter templates: Word upload, merge fields, pronoun fields, snippets). What prints, downloads as .rtf or goes out as a PDF is what is on screen — there is no separate print layout to check.

A letter can also be drafted from the consult: it opens in the same editor, from what the consult already contains, as a draft to edit and sign — never correspondence that leaves on its own.

Put the record into the letter

  1. Place the cursor where the content should go.
  2. Choose Insert from the record and pick what to insert: active diagnoses, past history, current medications (as a list or a table), allergies, recent observations, immunisations, family history, social history or recent results.
  3. Read what arrived and edit it like anything you typed.

This is an explicit click on purpose: the clinician sees exactly what enters the letter. Clinical content is never a merge field for that reason. Confidential diagnoses are never inserted, and the letter carries no mention that anything was withheld — the count of withheld items is shown to you alone.

Fill the administrative fields

{ } Field on the toolbar opens the merge-field picker — every administrative field in the record, grouped (patient, pronouns, contact, identifiers and funding, the signing doctor, the practice, the recipient, the referral, dates) and searchable. In a letter it inserts the value, and shows the current value beside each field so a blank is seen before it goes in. Snippet… on the same bar inserts one of the practice's quick-text snippets with its fields already filled.

The editor toolbar: bold, italic and underline; the two flag colours; the two typefaces and the 12, 14 and 18 point sizes; links; headings; bullet and numbered lists; indent and alignment; table, rule and page break; and { } Field. In a letter the same bar also carries Insert from the record and Snippet….
The editor toolbar: bold, italic and underline; the two flag colours; the two typefaces and the 12, 14 and 18 point sizes; links; headings; bullet and numbered lists; indent and alignment; table, rule and page break; and { } Field. In a letter the same bar also carries Insert from the record and Snippet….

Format with what survives

What happens on the way out

If that didn't work

Insert from the record brought nothing. The record holds nothing of that kind, or the items are confidential — the withheld count tells you which.

A field printed blank. The picker showed the value beside the field before you inserted it; a blank there means the record is blank. Fix the record, not the letter.

Still stuck? Raise a ticket at support.curaeon.com.au or call 1300 XXX XXX. If your clinic can't see patients right now, call and choose option 1. Support is staffed Monday to Friday, 8:00–18:00 Sydney time; outside those hours a call or text to the same number is answered on a best-effort basis.