To edit a letter template in the HealthEngine Recalls system, navigate to the ‘Templates’ section of Recalls and click on the template you wish to edit.
You will be directed to the ‘Edit Template’ screen where you can change the template as needed.
You can also delete and archive templates from this screen. Archived templates won’t appear in the ‘Choose template’ drop down list when sending a letter recall and can be re-added to Active Templates at any time by clicking on them and clicking ‘Save Template’. Deleted templates cannot be re-activated, they are permanently removed from your Recalls system.
If you have any questions or concerns about this process, please contact our friendly Support staff by emailing firstname.lastname@example.org with your query.