Rename a Letter Template / Change Template Location

  1. Click the navigation menu > Patients > Letters page

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

  3. Select the template (Listed under category)

  4. Template Toolbar > Rename a template/Change Template Locations

  5. The following sections can be edited

    1. Specify template name

    2. Specify template description

    3. Show at All Locations

    4. Show at Selected Locations

      1. Move from Available > Not Available and vice versa



Delete a Letter Category

Create a New Letter Category

Rename a Letter Category / Change Category Location

Create a New Letter Template

Delete a Letter Template

Make a Letter Template Inactive / Active (reactivate)

Create Letter for a Patient

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