MedicalDirector Clinical – Mastering Letters and Templates

✨ Course Overview
MedicalDirector Clinical – Mastering Letters & Templates

Well-designed letters and templates save time, improve communication, and ensure professional, consistent documentation across your practice.

This practical, experience-based course supports Practice Managers, administrative staff, nurses, and clinicians to confidently build, customise, and manage letters and templates in MedicalDirector Clinical. You’ll learn how to streamline everyday workflows, reduce duplication, and ensure your practice correspondence is efficient, accurate, and easy to maintain.

Whether you are tidying up existing templates or building professional looking, consistent practice templates for your practice, this course will help you work smarter inside MedicalDirector Clinical.

🎯 Who this course is for

• Practice Managers, Medical reception and administration teams, Practice nurses, GPs and allied health clinicians,

• Anyone responsible for practice correspondence or template management

🧩 Course Modules

Lesson 1: Introduction

Lesson 2: Use Templates to Create Letters

Lesson 3: Import Templates

Lesson 4: Modify Templates

Lesson 5: Use Auto-Fill Shortcuts

Lesson 6: Create Practice Letterheads

Lesson 7: Summary

📋 Topics include:

• Using templates to create letters efficiently
• Importing and modifying templates
• Creating practice letterheads
• Using autotext shortcuts to save time and reduce errors
• Integrating templates into QI/PDSA activities
• Tips, tricks, and FAQs for templates and the word processor in MedicalDirector Clinical

🎯 Learning Objectives

By the end of this course, you should be able to:

1. Use templates to create letters efficiently in MedicalDirector Clinical

2. Import templates into your practice system

3. Modify templates to suit your practice’s needs

4. Use auto-text shortcuts to save time and reduce errors

5. Create and customise practice letterheads

🎓 What You’ll Receive 

1. Practical video modules demonstrating real-world workflows for letters and templates in Bp Premier

2. Downloadable resources — presentation slides, software and leadership guides, PDSA/QI samples, and printable cheatsheets

3. Interactive reflections to reinforce learning and application

4. Certificate of Completion — automatically available upon finishing the course for CPD records

🏅 CPD Certificate

Once you’ve completed all lessons, your certificate will automatically appear above the Materials tab.
Simply click Download Certificate to save your record of completion.

This course provides 1–1.5 hours of self-directed CPD learning. Participants may record this activity in their CPD portfolio in accordance with RACGP requirements.

⏱️ Course Duration & Access

The course takes approximately 1–1.5 hours to complete.
You’ll have full access for 6 months from the date of purchase, so you can learn at your own pace and revisit the materials whenever you need.

📚 Extra Resources

Don’t miss the additional learning materials included with this course — all accessible from the Materials tab.
You’ll also find more free tools, templates, and resources on our website.

💬 Need Help or Personalised Support?

Course access or technical support: [email protected]

Tailored training for your team: [email protected]

→ Ask about our one-hour live coaching sessions with our expert trainers or consider getting one of our expert trainers onsite for a day (includes bonus free year’s membership).