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How Do I Edit Client Letters

To modify a client letter globally, please do the following:

  • At the Main Menu, select Utilities>Program System Utilties>Edit Client Letter Templates.
  • Highlight the form name and click Select. Edit the Client Letter as needed.
  • When editing client letters, be especially careful of any items that appear in brackets or appear directly after “!”.

You can also edit the Client Letters for each individual payer. When printing, View the Client Letter on the screen and then edit as needed.

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