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How to create letters and patient summaries in Arlo.

Learn how to generate letters and patient summaries in Arlo, choose a template, edit the content, and use the PDF, email, and Cliniko options to save or share your documents.

Written by Liliia Baraniak

Create a letter

  1. Open the patient’s session and select the Letter tab.

  2. Choose a template that matches the purpose of your letter.

  3. Click Generate.

  4. Review the generated letter and make any changes directly in the editor.

Create a patient summary

  1. In the same session, select the Summary tab.

  2. Choose the patient summary template you want to use.

  3. Click Generate.

  4. Review and edit the summary, checking that the advice and next steps are clear for the patient.

Customize the PDF

Open the three-dot (⋮) menu and select Download to open the PDF preview.

Adjust the font size, spacing, margins, and colors. You can also choose whether to show the date, clinic logo, and header and footer.

Click Save as defaults if you want to reuse your preferred layout, then download the PDF.

Save to Cliniko

Click Add to Cliniko to save the completed letter or patient summary to the patient’s record.

Send by email

Open the three-dot (⋮) menu and select Send Email.

Choose Patient, Referring doctor, or Other, then enter or confirm the recipient’s email address.

Review the message and use the PDF tab to check the attachment’s appearance. When everything is ready, click Send Email.

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