Whippet Notes allows you to create client-friendly summaries of consult notes, perfect for emailing or printing for your customers. With a few customisations, you can ensure these summaries align with your practice’s branding. Here’s how to get started:
Customise your letterhead
Go to the Settings > Practice. Here, you can personalise your letterhead by inserting your practice’s logo.
Next, go to Settings > Letters to update your letterhead information and select "Enable Custom Letter Template". Press Save to apply your changes.
Creating a client summary letter
After conducting a consult, go to the recorded consult and click View in the Client Summary Letter tab.
You can edit and format the summary letter as needed, giving you control over the final output.
Once finalised, you can export the summary as a PDF or print it directly for your client.
By following these steps, you’ll ensure that each client summary letter provides valuable information in an accessible format, while also representing your practice’s brand. This feature is designed to enhance communication with your clients by offering clear, concise, and personalised summaries of their consultations.