BetterLetter

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Answering your frequently asked questions about BetterLetter

FAQs (Frequently Asked Questions)

How does a practice send letters to BetterLetter?

Does the AI suggest a recipient?

When coding does BetterLetter's AI pick up QOF codes?

Can the AI read handwriting and understand abbreviations?

How does BetterLetter change the way practices work?

Steps to take to move codes from one table to another.

How to move a code into a different table

How BetterLetter Works

This article will help you quickly adjust the size of tasks in Docman.

Why Tasks Look Small in Docman (and how to fix this)

This article explains why some letters are not able to be fully processed by the AI.

Understanding File Size Errors and Processing Limitations

Troubleshooting & Tech Help

Is the data we hold secure?

Is there an option for a trial?

Is there any training provided?

What does the data look like for a GP using the system?

What sort of auditing does BetterLetter do?

Changelog documenting changes to BetterLetter's AI

BetterLetter AI Change Log

This article explains how to set up direct debit payments for your BetterLetter account.

How to Set up Direct Debit Payments for BetterLetter

Account, Set-up, Trust, & Billing

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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