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Correspondence
Manage documents, letters, and images, including files created, imported, scanned, received or sent through email, SMS and MDExchange.
Letter Writer
Use the letter writer to compose patient letters and other documentation.
Creating and Editing Letters
Letters are created and edited with the Letter Writer.
Letter Writer Preferences
Customise your preferences in the Letter Writer, such as setting defaults for required fields, inserting auto text and configuring the email client type.
Advanced Tab
Select options for communicating with your practice's email client.

Correspondence
Manage documents, letters, and images, including files created, imported, scanned, received or sent through email, SMS and MDExchange.
- Address Book
- CDA Documents
- CDA Viewer
- Messenger
  Messenger provides instant messaging between users on your network.
- Email
  Send email from within a patient's record.
- Filtering/Searching Correspondence Records
- HealthLink
  Submit HealthLink forms from the HealthLink tab of the patient's record.
- Importing ECGs into Clinical (FAQs)
  Import electronic copies of ECGs into Clinical
- Letter Writer
  Use the letter writer to compose patient letters and other documentation.
  - Opening Letters
  - Creating and Editing Letters
    Letters are created and edited with the Letter Writer.
    - Auto Text
      Use Auto Text to quickly insert bodies of text into a letter using a single keyword or phrase.
    - Creating CDA e-Health Documents
      CDA documents can be shared between registered practitioners via systems such as MDExchange and My Health Record.
    - Editing Letter Details
    - Correcting and Deleting Content (Letter Writer)
    - Insert and Overtype Mode
    - Moving and Copying Text
    - Moving the Cursor
    - Paragraph and Page Breaks
    - Selecting Text
    - Undo and Redo
    - Views and Zoom
    - Bullets and Numbering
    - Fields, Data, and the Data Toolbar
    - Formatting Paragraphs
    - Formatting Text
    - Headers and Footers
      Customise the headers and footers for your letters.
    - Inserting Other Content into a Letter
    - Letterheads
    - Inserting Other Files into a Letter
    - Page Numbering
      Add page numbering to letters.
    - Letter Writer Preferences
      Customise your preferences in the Letter Writer, such as setting defaults for required fields, inserting auto text and configuring the email client type.
      - General Tab
        Inserts an auto text and enables a prompt to save letters before printing.
      - Defaults Tab
        Sets the default options when you open a Letter Writer.
      - Field Tab
        Defaults the required field to Letter Writer.
      - Advanced Tab
        Select options for communicating with your practice's email client.
    - Spell Check
    - Styles
    - Tables
    - Tabs
    - Templates
      Templates are used to create letters that already have some standard details set up, such as your practice's address and contact details. By configuring templates, you can reduce the time needed to write individual letters.
    - Thesaurus
  - Saving Letters
  - Mail Merge
  - Exporting Letters
  - Deleting Letters
  - Printing Letters
  - Printing Labels
    Print labels for affixing to letters.
- MDExchange
  Send electronic communications rapidly and securely between medical professionals in MedicalDirector.
- MedicalDirector Cover
- My Health Record
  Access a patient's My Health Record from a patient's clinical record.
- Correspondence Permissions
  Give different user types access to the correspondence functions,
- SMS Reminders and Recalls
  Send SMS reminders or recall messages to a patient's mobile phone when needed.
- Documents

Advanced Tab

Select options for communicating with your practice's email client.

The following table shows options for communicating with your email client. Consult your systems administrator for guidance with selecting the best option for your practice. To configure an email client type, in the Preferences window, select the Advanced tab.
Advanced tab

Advanced tab

Table 1. Types of email client
Email Client Type	Description
Auto Detect	Clinical automatically detects the Windows default email client.
Extended MAPI	Is included with Microsoft Windows as part of Outlook Express (now discontinued). This client type was available from Windows 98 to Windows Server 2003, and was available for Windows 3.x, Windows NT 3.51 and Windows 95.
Simple MAPI	Is included with Office Outlook and Exchange.
SMTP	Sends an outgoing email via an SMTP. Note: Each user should have a separate email address. Obtain SMTP account and email server details from your internet service provider or network administrator. To configure the SMTP email client type: Select SMTP > Open SMTP Settings. One of the following statuses is displayed on the right side: `Red` - outgoing mail SMTP settings are not configured. `Green` - outgoing mail SMTP settings are configured. In the Setup outgoing mail server (SMTP) - New window, provide these details: In the Host field, enter the name of ISP's mail server. For example, `mail.youisp.com`. In the Port field, enter the outgoing server port. Choose one of the following methods for authentication: To use Windows credentials, set Use Windows Credentials. Note: If this option is enabled: Your credentials are saved in the database and the password is encrypted. User and Password fields are inactive in the Setup outgoing mail server (SMTP) - New panel. To use credentials provided by ISP, in the User and Password fields, enter the credentials provided by your ISP. For example, `yourname@yourisp.com`. If required, set the following options: To enable a secure connection, set Enable SSL. To use the currently signed-in user's credentials for all users, set All Users. Otherwise, each user must enter their own credentials. Click Save.
None Installed	No email client type is installed to configure with Clinical. You cannot use email in the Letter Writer until the required email client type is installed.

17 August 2026