Delete a Letter Template

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

    1. Template Toolbar > Delete Template
    2. Click YES
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  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
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Links:

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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