Insert Letter Placeholders

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

1. Double-click your letter template and select Edit Layout.
2. 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.)
3. Go to Format > Show Placeholders. This will pull up a list of all available placeholders.

4. Select the Arrow tool and click within a text box. Make sure your cursor is placed where you want the placeholder to appear.
5. Double-click your chosen placeholder to place it, OR click and drag the placeholder into the letter template.