Creating a Custom Letter Template

Dentrix Ascend has a large selection of prebuilt letter templates you can use to send patients birthday wishes, welcome new patients, or remind patients of outstanding balances. Dentrix Ascend also makes it easy for you to set up a custom letter template for topics beyond the default templates. In this video, we’ll show you how to set up an excuse letter so that you can quickly create personalized letters for your patients to give to their school or work. 

Watch this video to learn how to set up a custom letter template in Dentrix Ascend. (Duration 3:23) 

Additional Resources 

• Changes that you make to a letter on the Letter to Patient page (found in the Patient menu) will not affect the letter template.  
• To learn more about creating letter templates, see Creating patient letters in the Dentrix Ascend Resource Center.  
• To learn more about customizing letter templates, see Customizing letter templates in the Resource Center. 
• To review how to create a custom excuse letter, see Creating an Excuse Letter for a Patient in the Resource Center.