Insert Letter Placeholders

Ever wondered how to add those yellow placeholders that pull information from the patient chart? Need to add a link to a letter? It's easy!

Adding a Placeholder

1. From Tops Ortho>Practice Set-up>Letters/Forms, click the Letters tab and locate your template.

2. Double-click your letter template and select Edit Layout.

   

3. Click the text box that you want to add placeholders. If you do not already have a text box, draw one with your Text Box tool. (You cannot add a placeholder unless there is a text box in which to place it.)

4. Go to Format > Show Placeholders. This will pull up a list of all available placeholders.

   

5. Click the Selection tool (the large arrow in the Letters toolbar) and click within a text box. Make sure your cursor is placed where you want the placeholder to appear.

   

6. Double-click your chosen placeholder to place it, OR click and drag the placeholder into the letter template.

Modifying a Placeholder

1. Click the placeholder once to highlight the placeholder.
2. Locate the placeholder you want to replace it with from the list of available placeholders, and double-click. The placeholder will be updated with the new selection.