Filtering your Letter Templates
Within the Letter Templates section of MediRecords, you are able to use a filtered view to selectively screen which templates are showing.
This tutorial will go through the various features of the letter templates page filter.
Within Letter Templates, click on Filter.
You will see the following options as the filter criteria.
This allows the filter to screen the letter templates list based on the privacy setting of the templates. Multiple options can be selected.
This allows the filter to screen the letter templates list on the selected status. By default, this is set to Active.
For example, we will choose to filter Private and Practice letter templates that are Active. This would be configured as shown.
This will automatically filter letter templates that match the criteria.
To undo this filter, simply click on Filter again and uncheck the options.
This will restore the letter templates list back to showing all Active, regardless of Scope.
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