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Create a New Letter Category

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In this article you will find the following:

    Letter categories allow the user to group letters to make it simpler to find when required. 

    Default categories exist within D4W/PSS, however the user can add more, suitable to their practice needs. 

    1. Go to Patient Records > Letters tab

    2. Go to the Template menu > Add New Category

      1. Category Name: Enter the new category name

      2. Category Description: Enter a description of the new category

      3. Select locations where this template will be available at (if applicable):

        1. Show at All Locations: Use to allow all locations access to this category

        2. Show at Selected Locations: Select in Not Available > Add Selected to Available

      4. Click OK

     

    Additional Letter Articles:

    Create New Letter Template

    Rename a Letter Category / Change Category Location

    Rename a Template / Change Template Location

    Delete a Letter Category

    Rename a Template / Change Template Location

    Delete a Letter Template

    Make a Letter Template Inactive / Active (reactivate)

    Create Letter for a Patient

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