Hi there, When I am faxing, in the notes section, I type the same message to all the doctors that I am sending new patient correspondence letters to. I don't want to have to copy and paste that same message over and over again. I want to create a template and choose it as a drop down in the notes section (if that makes sense). I am going to give you an example below of what I type to every doctor when sending faxes. __________________________________________________Hello,We hope you and your team are having a fantastic afternoon! ;-)Please see attached correspondence for our mutual patient. It has been our honor to treat your patients and help make their lives better. We look forward to continuing to build our partnership with you and your team for years to come. If you have questions, please don't hesitate to contact us. With Gratitude,The Team at Sleep Better ColumbusMark Levy, DDSDawne Slabach, DDS(614) 777-7350www.sleepbettercolumbus.com________________________________For example, I would title this template and name it: "NEW PATIENT CORRESPONDENCE LETTER" I would like to have the ability to create a template, name it, put the content I type within the notes section. Once I have created the notes section template, then I should be able to "select that template from a drop down menu. The drop down I would then be able to select "NEW PATIENT CORRESPONDENCE LETTER" , once I select it, it would then autopopulate the verbiage I typed above in the "notes section" of the fax template. Make sense?Call me if you have any questions Faye Baublitz480-980-5256 (direct line, my mobile)Email: Faye@sleepbettercolumbus.com