PATIENT MANAGEMENT PROGRAM
Customizing PMP for Your Office
Creating Letterhead
Letterhead is created by each office or practitioner to be printed at the top of statements, letters, and
emails. There are 2 steps required to have letterhead on statements:
1. create or edit the letterhead
2. assign letterhead to practitioners
Create Letterhead
Click the File menu, WordProcessor. Letterhead should show your clinic and practitioner names,
practitioner registration and HST numbers, address, telephone, email and website details.
Change the justification to centre using the centre justification
Type the required information. See example below.
icon.
Click the File menu, Save As. Double click the Template folder. Click into the Filename: field and type the
word Letterhead with the Doctor’s or Clinic s initials, ie. LetterheadDD. Click Save.
Close the wordprocessor. Your letterhead is now saved in the template directory. Create as many
letterheads as required.
Letterheads must be named Letterhead and saved to the Template folder only.
Assign Letterhead to Practitioners
Click the Setup menu, Doctor Defaults. Choose a practitioner and click Edit this Doctor’s Defaults. Go to
the Statements tab.
Click Select a File to use to the right of Default Letterhead. Click the appropriate letterhead and click Open
then Accept. The chosen letterhead will automatically be selected for this practitioner when printing
statements.
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Customizing PMP for Your Office