Letter Templates (Training) - Watch Video
Purpose of this Video
This training video walks users through how to create and manage letter templates in Canvas EHR. It’s designed to help providers and administrative staff standardize their written communication with patients—such as referral letters, visit summaries, or custom correspondence—while saving time and ensuring consistency across the practice.
What You’ll Learn
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How to access and navigate the Letter Templates section
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Creating new templates from scratch or using existing ones
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Customizing content with merge fields for patient-specific data
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Saving and managing shared templates for team use
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Sending and printing letters directly from Canvas EHR
Key Takeaways
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Letter templates help maintain consistent, professional patient communication.
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Merge fields automatically populate patient details, reducing manual entry errors.
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Templates can be shared across the organization for standardized documentation.
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Efficient use of templates saves time for providers and admin staff alike.