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Tips for Creating Letters in myEvolv*

-Rebekah Hedge

 

Breadcrumbs: Setup > User Tools > Interface Design > Form Designer

Form Family: Letters

 

Tips for Getting Started: Think about output before you start the input

• Will this be used as a Batch Letter with information pulling from the system for each client you choose in the batch letter setup. This means the letter is less customizable at time of creation; whatever is in the system is what comes out. 
  • or
• Will this be used in the Service Entry Screen as a letter where information is entered by staff. This means the letter is more customizable at time of creation; staff can answer questions, enter fields, and verify information on file.

 

Use Stock Templates: 

• Stock templates located within labels allow for letters to be personalized when being created in bulk.  
• Templates can be found when creating a “label” type of field.  
• When entering the custom text within a “label” the template drop down is located at the top right hand side of the editing options.
• These templates will insert data pulled from the client profile that align with the field stated.

 

Align Your Labels: 

• Aligning labels into the format desired can be quite difficult as the build templates do not duplicate the size of the letter once created or printed.  
• Utilizing the Preview function located in the form actions is the best and quickest way to see where your label and spacing is landing to know what edits should be made. 

 

Add Subreports:

• Utilizing subreports within letters can pull in useful information such as cash balances, immunizations that are coming due or any other data that can be viewed using either a canned or custom sub report.  
• In order to have this report generated in the middle of text, you will need to use a label with desired text both before and after the sub report.

 

Questions? Contact us via email: [email protected]

 

*KHIT Consulting is not an affiliate of or associated in any way with Netsmart Technologies. Implement customizations at your own risk and test workflows and processes in development before implementing in production.  Netsmart does not support system customizations that are not outlined in their own documentation and resources. KHIT Consulting is not responsible for any negative outcomes as the result of your implementation of custom processes.