How to Edit, Archive, and Delete a Letter Template Follow

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. 

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You will be directed to the ‘Edit Template’ screen where you can change the template as needed.

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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 support@healthengine.com.au with your query.

 

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