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Medical Document Generation

If you have lots of 'template' documents in your practice that you copy, edit and send to patients then you can move them in to Practice Master Pro and use our medical document generation features to have them generate themselves with a simple right-click. You can use merge fields to dynamically add personal information in to the documents automatically so you don't need to edit them any more. Your documents are automatically stored in the patient's record or patient notes and can be printed or emailed straight to the patient with a single click.


If you do need to edit any of the documents, no matter what file type (Word docs, images, spreadsheets etc), you can do so and any changes will be preserved.


Because Practice Master integrates with your existing Microsoft Office software you can create professional templates that include images, backgrounds, watermarks, headers/footers and any other professional document features supported in Microsoft Word.


You can even import supplier order forms or medical request forms and insert merge fields for your patient or contact data. Then you can simply right-click to generate the filled in forms ready to email straight to the recipients.


With Practice Master Pro all your documents and intellectual property is in one place, backed up and even accessible in the cloud.



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Design Letters & Templates in Word

Because our document generation system lets you create your letters or document templates using Microsoft Word you get professional results in your medical practice and you are not limited to selecting from pre-defined templates for your letters. You can use all the features and techniques in Word you are familiar with including images, backgrounds, watermarks, headers/footers and any fonts/font sizes/colours you choose.

Creating professional document templates using Microsoft Word

Create Interactive Forms

You can use tick-boxes, lists, drop-down lists, date-pickers and more to create interactive forms which you can easily send to and receive from your patients using the integrated email and patient matching features.


With the automatic data-binding your generated medical documents are created with your patient's details so they only need to fill in the essentials, saving time and reducing data entry errors.


Email Integration

If you need to email your patient's documents you can do so with a simple right-click. You can select multiple documents if required in to a single email and even convert Word docs to PDF before the email is sent.


If documents are emailed to you then you can make use of the integrated email systems document integration and automatic patient matching to save the attachments straight in to the patient's record. This makes it easy to manage any documents you may be passing to and from the patient to get their feedback or answers to questionnaires.

Documents and letters integrate seamlessly with the email system

Right Click Document Generation

Aside from the 'Documents &' Letters area in the patient record or a contact's record, you can also generate your templates by right-clicking items in the application. For example, you can generate patient letters by right-clicking patients, or anything linked to a patient like their appointments on the calendar or invoices that belong to them. The same is true when you right-click contacts in the system.


Seamless integration throughout the application means your documents and templates are always at your fingertips.

Right-click integration of documents & templates throughout the software