Follow up Letter

To generate a Follow-up Letter, follow the steps below.

  1. On the Site Information screen, click on the +Follow-Up Letter.
  2. Follow the steps similar to the Confirmation Letter steps to generate a follow-up letter.

Note

  • The Follow-up Letter button is enabled only after the ‘Visit Report and the ‘Confirmation Letter’ is generated.
  • Users can turn off any section that is not relevant to a visit-related follow-up letter.
  • Regardless of user selection, a letter will only display content that there is a location within the template to display that data.