Letter Writer Overview

Updated on 13 Jul 2022
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The Letter Writer is a powerful tool for managing communications with important contacts in Generations. It is available from the Reports list on the Home Screen, and allows you to create and save letters for Active Clients, Potential Clients, Active Caregivers, Applicants, Referral Sources, Case Managers, and Physicians.

Create and save letters as templates, then send to contacts either by email or print a hard copy and mail.
You can also use custom letterhead.
Labels can be created either here or via the the reports menu.
As a best practice, do not send any electronic messages (including emails, text messages, and reports) that contain identifiable Client information like full name, address, phone, date of birth, etc.