Hands-On: Build a Professional Business Letter

Apply every Word Essentials skill in a single capstone project — create a perfectly formatted block-format business letter for Lakeside Medical Associates, save it as a PDF, and demonstrate professional document quality.

Video

Watch the lesson video, then complete the reading and challenge.

Presentation Slides

Review the slides below, then complete the reading and challenge.

Block Letter Format — the standard structure of a professional business letter
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Lesson Notes

Read through the key concepts before you try the challenge.

Real-World Scenario

Your supervisor at Lakeside Medical Associates has given you your most important task of the week: draft an official letter to a referring physician informing them about a mutual patient's upcoming procedure and requesting their medical records. This letter will leave the office on Lakeside Medical Associates letterhead and represent the practice to a professional colleague. It must be perfectly formatted, professionally written, and saved as a PDF before 4:00 PM. Everything you have learned in this module comes together right now.

Block Letter Format: The Professional Standard

The block format business letter is the standard in medical and professional offices — all text is left-aligned, there are no indentations, and paragraphs are separated by a blank line rather than a first-line indent. Learning this format thoroughly means you can produce a professional letter without hesitation in any workplace:

  • The letterhead is the first element — it appears at the very top of the page and contains the organization's name, address, phone number, fax number if applicable, and website. In a professionally designed letter, the letterhead may include a logo image. At Lakeside Medical Associates, the letterhead is centered at the top and uses the practice's brand font. For a Word document, create the letterhead by typing the organization information and formatting it consistently — larger, bold text for the name, smaller normal text for the contact details.
  • The date line appears two to four lines below the letterhead and uses the full written date format: May 5, 2025 (not 5/5/25). The full written format is more formal and unambiguous — it cannot be misread across date format conventions. The date line is left-aligned in block format.
  • The inside address appears two to four lines below the date — it contains the full name, title, organization, and mailing address of the recipient, formatted exactly as it will appear on the envelope. This is left-aligned and uses the same font and size as the body text. In a letter to a referring physician, the inside address would include: Dr. [Full Name], [Specialty], [Practice Name], [Street Address], [City, State ZIP].
  • The subject line (optional but professional) appears two lines below the inside address as 'Re:' followed by the letter's topic — for example, 'Re: Patient Maria Rodriguez — Referral Records Request.' The subject line makes it immediately clear what the letter is about before the recipient reads the body.
  • The body of the letter begins two lines after the salutation and consists of clearly written paragraphs explaining your purpose, your request or information, and any next steps. In block format, paragraphs are separated by a blank line and begin at the left margin with no first-line indent. Each paragraph should address one main idea — the first paragraph states your purpose, the middle paragraphs provide details, and the final paragraph states the next step or call to action.
  • The closing and signature block end the letter — use a professional closing phrase ('Sincerely,' 'Respectfully,' 'Best regards,') followed by four blank lines for a handwritten signature, then your typed name, title, organization, and contact information. In a block letter, the closing is left-aligned like everything else.

Professional Formatting Checklist

Before a business letter leaves Lakeside Medical Associates, every item on this checklist should be confirmed. Skipping this review step is how errors reach recipients — and in a medical office, errors in patient correspondence can have serious consequences:

  • Margins are 1 inch on all sides and have not been reduced to fit content — if your letter is running long, shorten the content rather than shrinking the margins.
  • Font is consistent throughout — one typeface for the entire body (Calibri 11pt or Times New Roman 12pt), with the letterhead in a slightly larger size or bolder weight only.
  • All text is left-aligned in block format — no centered body paragraphs, no indented first lines.
  • The date is in full written format (Month DD, YYYY), not abbreviated.
  • The recipient's name, title, and organization in the inside address are spelled correctly — verify against the original source before printing.
  • The subject line 'Re:' accurately describes the letter's purpose.
  • Body paragraphs are separated by a single blank line (paragraph After spacing set to 12pt, or a single Enter key with 1.0 line spacing).
  • The closing is followed by four blank lines before the typed name.
  • The document has been reviewed in Print Preview (Ctrl+P) to confirm it looks correct on the printed page.
  • The final version has been saved as a PDF before sending — not just as a .docx.

Saving as PDF and Printing

The final steps in producing a professional letter are saving the PDF and knowing how to print correctly when a hard copy is needed. Both require specific knowledge to do without errors:

  • To save as PDF in Word 2019: click File > Export > Create PDF/XPS, choose a file name and location, and click 'Publish.' The resulting PDF is a pixel-perfect replica of your printed document — fonts, spacing, and layout are locked and will appear identically on any device. Always save the PDF from the final approved version of the .docx, not from a draft.
  • To print: press Ctrl+P to open the Print dialog. The preview on the right side of the Backstage view shows exactly how the document will print. In the settings, you can choose to print all pages, a specific page range (type '1-3' or '5, 7, 9'), or only the current page. Select your printer from the dropdown at the top. For final patient letters at Lakeside Medical Associates, always use the secure practice printer — never a personal printer or a shared printer in an unsecured location.
  • Print Preview is your mandatory last check — if the preview shows a letter that spills onto a second page with just a closing line, you have a formatting problem to fix before printing. Common causes are excessive paragraph spacing, overly large fonts, or margins that are narrower than they appear on screen. Fix the document, return to Print Preview, and confirm before committing to paper.

Quick Reference: Business Letter Format

Professional Business Letter Quick Reference — annotated block format letter template showing the position and formatting of every element: letterhead, date, inside address, subject, salutation, body, closing, and signature block

Block Format Business Letter — complete annotated reference for Lakeside Medical Associates

Responsible Use

A business letter sent on Lakeside Medical Associates letterhead is a legal document that represents the practice. Never send a letter on official letterhead without supervisor approval, even if the content seems routine. In a medical office, letters to referring physicians, insurance companies, and regulatory agencies carry legal and clinical implications that go beyond ordinary correspondence. Always have your supervisor review and approve any outgoing letter before it is printed, signed, or emailed. If you send a letter in error — wrong recipient, wrong content — notify your supervisor immediately so corrective action can be taken.

AI Assist

💡 AI Task: Ask ChatGPT — 'Write a professional block-format business letter from a medical office assistant at Lakeside Medical Associates to a referring physician at Riverside Family Practice requesting medical records for a shared patient named James Whitfield who is scheduled for a procedure on June 15, 2025. The letter should be polite, formal, and include a specific records request with a response deadline of May 30, 2025.' Review the generated letter carefully, correct any content that does not match professional medical correspondence standards, and use it as the starting point for your capstone challenge below.',

Knowledge Check

In a block-format business letter, how are body paragraphs separated?

Challenge

Apply what you've learned in this lesson.

Produce a complete, print-ready professional business letter for Lakeside Medical Associates using everything you have learned in this module. Your letter must pass every item on the professional formatting checklist before you submit it.

  1. Create a block-format letter from Lakeside Medical Associates (123 Lakeview Drive, Suite 200, Lakeside, CA 90210 | Phone: (555) 234-5678) to Dr. Patricia Yuen, MD, Riverside Family Practice, 445 Riverside Ave, Suite 100, Riverside, CA 91501, dated today. The subject line should read 'Re: Patient James Whitfield — Medical Records Request.'
  2. Write a three-paragraph body: (1) Introduce yourself as the office assistant at Lakeside Medical Associates and state that Mr. James Whitfield (DOB: March 12, 1965) is scheduled for a procedure on June 15, 2025. (2) Request complete medical records from the past 24 months, specifically including lab results, imaging reports, and current medication list. (3) State a response deadline of May 30, 2025 and provide a fax number (555-234-5679) and mailing address for sending records.
  3. Format the letter using Calibri 11pt body text, 1-inch margins, left alignment throughout, and 1.0 line spacing with 12pt After paragraph spacing. Use a signature block that includes your name, 'Office Assistant,' 'Lakeside Medical Associates,' and the practice phone number.
  4. Apply the 10-point professional formatting checklist from this lesson — review every item and confirm it is correct before moving to the next step.
  5. Save the final letter as both 'Records Request – Whitfield – Lakeside Medical.docx' and as a PDF. Open the PDF to confirm it displays correctly, then submit both files.