Form Letter Categories are used to group similar types of Form Letters together, i.e. Patient Handouts, Estimates and Quotes, Letters regarding appointments etc.
Other than grouping the Form Letters together, the Category has no other purpose.
Setup - Templates - Forms - Categories
To add a new Form Letter Category
- From the Categories tab, select 'New'.
- Type the name of the Category.
- Select 'OK' to save the new category.
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