Importing a Referral Template into Medical Director

  1. Download and save the referral template to an accessible location, such as your Desktop.                                                     IMPORTNAT: Do not open the referral template before importing it, as this may corrupt the file. 

  2. In Medical Director, go to Tools > Letter Writer.

  3. Select File > New.

  4.  Select Blank Template and click OK. A new blank document will open.

  5. Select File > Import.

  6. Locate and select the file, click Open.

  7. Select File > Save as Template. The Save window appears.

  8. Enter a name for the template and click Save. The template is now ready for use.