Filtering your Letter Templates

Filtering your Letter Templates

Within the Letter Templates section of MediRecords, you are able to use a filter 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 these following options as the filter criteria.



Scope

This allows the filter to screen the letter templates list based on the privacy setting of the templates. Multiple options can be selected.

Status

This allows the filter to screen the letter templates list on the selected status. By default, this is set to Active.

For an 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.

You've completed another MediRecords Tutorial. You should now be able to filter your letter templates. If this is not what you're looking for, head back to our knowledge base and search for another article. For urgent assistance, please contact MediRecords support on 1300 103 903 during business hours.