How to create and send a referral letter

How to create and send a referral letter

Bookem simplifies referral letter creation by offering document templates that automatically populate your business and patient information.

Here’s how

Use a document template

1. Go to Documents > Templates

2. Open the referral letter template or click '+New Template' if you don't have a referral letter template

3. Add your header, populate variables and signature field to complete the letter template

Write your referral letter:

1. Go to Documents and click ‘+New Document’

2. Choose a client

3. Select your referral letter template

4. Write your letter and sign

Send the referral letter:

1. Click 'Create & Send' & 'Save & Send'

2. Choose your delivery method:

  • Email (multiple addresses can be added manually or by searching for existing clients)

  • SMS (limited to one recipient- the client)

Learn more