--- title: "⭐ Letters: An Overview" description: Learn how to create Letters from signed Chart Notes, include Chart Note content and attachments, then save, fax, download, print, or amend them in Aeon --- [Skip to content](https://help.aeon.health/letters#main-content) English Show submenu for translations [Contact us](https://help.aeon.health/kb-tickets/new?hsLang=en) [![aeon-health-logo](https://help.aeon.health/hs-fs/hubfs/aeon-health-logo.png?width=260&height=50&name=aeon-health-logo.png)](https://aeon.health) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.aeon.health/kb-tickets/new) - [Aeon's Status Page](https://status.aeon.health/) [Aeon's Status Page](https://status.aeon.health/) How can we help you? - There are no suggestions because the search field is empty. 1. [Aeon Health Help Center](https://help.aeon.health/?hsLang=en) 2. [Aeon Features](https://help.aeon.health/aeon-features?hsLang=en) 3. [Charting](https://help.aeon.health/aeon-features?hsLang=en#charting) August 13, 2026 # ⭐ Letters: An Overview ## Create, save, fax, download, print, and generate amended patient Letters from signed Chart Notes **In This Article** [Description](https://help.aeon.health/letters#descr) [Location](https://help.aeon.health/letters#loca) [Use](https://help.aeon.health/letters#use) 🔹[Create a Letter 🔹](https://help.aeon.health/letters#createaletter)[Fax a Letter](https://help.aeon.health/letters#faxaletter)🔹[Download or Print a Letter](https://help.aeon.health/letters#printaletter) [🔹Create an Amended Letter](https://help.aeon.health/letters#createanamendment) 🔹[Letter Permissions](https://help.aeon.health/letters#letterpermissions)   ---   Description Practitioners document patient encounters in the Chart Note. This includes all aspects of the visit through free text and embeds. The Letters functionality allows practitioners to turn the Chart Note into a formal, professionally formatted document for external communication, such as sending it to another practitioner or a patient. **The resulting Letter includes:** - Patient demographics - Chart Note content - Chart Note embeds - Practitioner and clinic information (letterhead) - Practitioner signature **⚠️ Files are not attached to Letters** If you wish to include a Files(s) with the Letter, download it from the Files sub-tab of the Patient's Profile.  If a File is embedded in a Chart Note, it will not form part of the Letter attachments.    If the original Chart Note is amended, practitioners can generate an amended Letter containing the updated information.   ---   Location   Once a [Letter is created](https://help.aeon.health/letters#createaletter)it can be found by navigating to the Chart Note it was created from. 1\. Open the **Charting sub-tab** of the Patient Profile 2\. Click the **title of the Chart Note** to open it 3\. Click the **link to the Letter** in the bottom left of the screen: ![2026-08-13\_08-30-49](https://help.aeon.health/hs-fs/hubfs/2026-08-13_08-30-49.jpg?width=670&height=743&name=2026-08-13_08-30-49.jpg)   **🎓 Letters found in the Chart Note, not Files** Letters are not located in the Files sub-tab of the Patient Profile.  They are located as a link within the applicable Chart Note. For more information, see the instructions for [Create a Letter](https://help.aeon.health/letters#createaletter)   ---   ### Use Below, you’ll learn how to create, fax, download, print, and generate amended Letters. ---   ##### Create a Letter If a Chart Note does not exist yet: 1\. Open the **Patient Profile** 2\. Click on **Charting** sub-tab 3\. Create a **Chart Note** 4\. **Sign and Save** Once a Chart Note has been created: 5\. In the Charting sub-tab, click on the **title** in the list of Chart Notes 6\. At the bottom right, click **Send as Letter**  You are now viewing the draft Letter in Preview. 7\. Review the Letter preview. If you are happy with the Letter, select **Save**. The Letter will then be saved to the patient’s chart and can be sent. If you leave the page without saving, a Letter will not be created. See the instructions to [fax](https://help.aeon.health/letters#faxaletter), [download, print](https://help.aeon.health/letters#printaletter), or [make amendments](https://help.aeon.health/letters#createanamendment). **⚠️ Files are not attached to Letters** If you wish to include a Files(s) with the Letter, download it from the Files sub-tab of the Patient's Profile.  If a File is embedded in a Chart Note, it will not form part of the Letter attachments.   --- ##### Fax a Letter **[SRFax must be set up](https://help.aeon.health/connect-srfax-to-aeon?hsLang=en) in order to Fax from Aeon** **A Letter must be Saved prior to faxing (See [Create a Letter)](https://help.aeon.health/letters#createaletter)** 1\. Go to the **Charting sub-tab** of the Patient's Profile 2\. Click on the **title** of the Chart Note that has the Letter 3\. At the bottom left of the page you will see one or more "Letter" links with the date of the letter - **click on the Letter** you wish to fax 4\. In the right side-bar, click **Fax** 5\. Enter the **fax number** 6\. Click **Fax**   ---   ##### Download or Print a Letter 1\. Go to the **Charting** **sub-tab** of the Patient's Profile 2\. Click on the **title** of the Chart Note that has the Letter 3\. At the bottom left of the page you will see one or more "Letter" links with the date of the letter - **click on the Letter** you want to open 4\. In the toolbar above the letter, click the **download or print icon**   You cannot edit a Letter directly. Amend the original Chart Note, then [generate an Amended Letter.](https://help.aeon.health/letters#createanamendment)     ---   ##### Create an Amended Letter The Letter details are pulled directly from the Chart Note. You cannot edit a Letter directly. Amend the original Chart Note, then [generate a new Letter containing the updated information](https://help.aeon.health/letters#createanamendment) 1. Go to the **Charting** **sub-tab** of the Patient's Profile 2\. Click on the **title** of the Chart Note that has the Letter 3\. Click **Create New Revision** 4\. In the white area at the bottom of the page, **add any new text and/or embeds** to the Chart Note 5\. When done, click **Amend and Save** 6\. Click the **Chart Note title** to reopen it 7\. At the bottom, click **Send as Letter** 8\. **Save** the Letter 9\. Fax, download or print the Letter Here is what an Amended Letter will look like with the time and date stamp of the change: ![amended-1](https://help.aeon.health/hs-fs/hubfs/amended-1.jpg?width=670&height=2602&name=amended-1.jpg) In the Chart Note, the new Letter will be noted, along with the original: ![revised](https://help.aeon.health/hs-fs/hubfs/revised.jpg?width=670&height=190&name=revised.jpg)   --- ### Letter Permissions **Practitioner - own Letters:** View, create, print, download, fax, and generate amended versions from revised Chart Notes **Practitioner - Chart Notes and Letters created by another practitioner:** View, print, download, and fax **Staff:** View, print, download, and fax - [Get Started](https://help.aeon.health/get-started?hsLang=en#main-content) - [Quickstart Checklists ( ✅ Start Here! )](https://help.aeon.health/get-started?hsLang=en#quickstart-checklists-start-here) - [Training](https://help.aeon.health/training?hsLang=en#main-content) - [Practitioner Training](https://help.aeon.health/training?hsLang=en#practitioner-training) - [30 Minute Onboarding](https://help.aeon.health/training?hsLang=en#30-minute-onboarding) - [Aeon Features](https://help.aeon.health/aeon-features?hsLang=en#main-content) - [Aeon Basics](https://help.aeon.health/aeon-features?hsLang=en#aeon-basics) - [Allergies](https://help.aeon.health/aeon-features?hsLang=en#allergies) - [Audit Exports](https://help.aeon.health/aeon-features?hsLang=en#audit-exports) - [Billing: General](https://help.aeon.health/aeon-features?hsLang=en#billing-general) - [Billing: Fee-For-Service (FFS) BC](https://help.aeon.health/aeon-features?hsLang=en#billing-fee-for-service-ffs-bc) - [Billing: Longitudinal Family Physician (LFP) BC](https://help.aeon.health/aeon-features?hsLang=en#billing-longitudinal-family-physician-lfp-bc) - [Calendar](https://help.aeon.health/aeon-features?hsLang=en#calendar) - [Charting](https://help.aeon.health/aeon-features?hsLang=en#charting) - [Consults](https://help.aeon.health/aeon-features?hsLang=en#consults) - [Files](https://help.aeon.health/aeon-features?hsLang=en#files) - [Histories](https://help.aeon.health/aeon-features?hsLang=en#histories) - [Immunizations](https://help.aeon.health/aeon-features?hsLang=en#immunizations) - [Inbox](https://help.aeon.health/aeon-features?hsLang=en#inbox) - [Issues](https://help.aeon.health/aeon-features?hsLang=en#issues) - [Measurements](https://help.aeon.health/aeon-features?hsLang=en#measurements) - [Medications & Prescriptions](https://help.aeon.health/aeon-features?hsLang=en#medications-prescriptions) - [Patient Profile](https://help.aeon.health/aeon-features?hsLang=en#patient-profile) - [Requisitions](https://help.aeon.health/aeon-features?hsLang=en#requisitions) - [Resources](https://help.aeon.health/aeon-features?hsLang=en#resources) - [Settings](https://help.aeon.health/aeon-features?hsLang=en#settings) - [Screenings](https://help.aeon.health/aeon-features?hsLang=en#screenings) - [SRFax Integration](https://help.aeon.health/aeon-features?hsLang=en#srfax-integration) - [Tasks](https://help.aeon.health/aeon-features?hsLang=en#tasks) - [Settings](https://help.aeon.health/settings?hsLang=en) [![aeon-health-logo](https://help.aeon.health/hs-fs/hubfs/aeon-health-logo.png?width=259&height=50&name=aeon-health-logo.png "aeon-health-logo")](https://aeon.health) [mailto:email@email.com](mailto:email@email.com) Copyright © 2024, Aeon Health