Delete a Letter Template


A letter template can only be deleted if the letter has not been produced for a patient. Alternatively, make the template inactive so it is no longer used.

  1. Click the navigation menu > Patients > Letters page

  2. Select the Category (left of screen) where the template is saved in

  3. Select the template (listed under the category)

  4. If the template never been used, you are able to delete it:

    1. Template Toolbar > Delete Template
    2. Click YES
  5. If the template has been used, you are not able to delete it, but can mark it as inactive:

    1. Template Toolbar > Mark as Inactive/Active

    2. Click YES


Delete a Letter Category

Make a Letter Template Inactive / Active (reactivate)

Rename a Letter Template / Change Template Location

Rename a Letter Category / Change Category Location

Create a New Letter Category

Create a New Letter Template


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