Overview
Advanced Letter Templates are a new, AI-ready format for creating letters, summaries, and clinical reports in PracSuite. They are designed specifically to work with PracSuite AI and address many of the limitations encountered with standard letter templates.
Compared to regular letter templates, Advanced Letter Templates provide the following advantages:
Preserved formatting during AI generation
Text styling, such as headings, spacing, and emphasis, is maintained when content is generated or rewritten by PracSuite AI, reducing the need for manual cleanup.
AI generation within tables
PracSuite AI can generate content directly inside table cells, enabling structured outputs such as assessment summaries, goal tables, and progress grids.
Clear visual identification of AI-generated content
Content generated by PracSuite AI is highlighted in green, allowing practitioners to easily review, validate, and edit AI-produced text.
Clear visual identification of merge field data
Inserted merge field values are highlighted in blue, making it easier to distinguish patient and appointment data from authored or AI-generated content.
Together, these features make Advanced Letter Templates more predictable, transparent, and practical for clinical documentation workflows that rely on PracSuite AI.
Creating an Advanced Letter Template
Go to Settings > Templates > Letter Templates.
Select Add Advanced Letter Template.
Using Advanced Letter Templates for AI Letters
Using Advanced Letter Templates follows the same conventions as standard letter templates.
When generating AI letters from the Clinical Notes tab of that patient file, an icon will distinguish advanced letter templates from standard letter templates.
Printing & Exporting Advanced Letter Templates
Advanced Letter Templates can be printed, or downloaded/emailed as a PDF.
When using the print, download or email functions, you'll need to set your preferences for the following:
Business Header - Includes the standard business header at the top of the page
Header Display - Choose whether to display the header at the top of all pages or only the first page
Show Page Numbers - Includes page numbers in the page footer
