Referral Templates

Instructions

Follow these steps to import the referral form templates into the SpecialistComplete Letter writer 

  1. Download the relevant template file by clicking on the link and saving to a convenient location e.g Desktop. Do not open this file
  2. Login to SpecialistComplete as the Admin user.
  3. Open the Letter writer. On the main menu, go to Resources > Letter Writer
  4. In the letter writer Go to File > Modify Template
  5. On the Template form > double click on “Blank Template”and this will open a blank letter template
  6. Go to File > Import
  7. Browse to the template that you downloaded in step 1 and click on it
  8. Select existing workcover template and click ok
  9. This will open the existing template. Go To File > Import
  10. Select the template that you downloaded in step 1
  11. This will import the new template.
  12. Click on menu File > Save as Template
  13. The Template form will appear.
    Insert the name of the new template into the field at the bottom of the form

Victoria