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  1. HotDoc Support
  2. Browse By Feature
  3. Recalls, Clinical Reminders & Results
  4. Recalls & Results Troubleshooting and Advice
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How do I remove a reason from a Template Group?

Last updated 05 April 2022 06:00   ∙   ~ minute read
Best Practice - Medical Director (Pracsoft) - Zedmed - Helix - Genie - Optomate - Dental4Windows - HotDoc Calendar

Question

I want to remove a reason that's been assigned to a Template Group because it's no longer applicable or assigned by mistake. How do I un-assign it?

 

Solution

  1. Log into your HotDoc Dashboard

  2. Navigate to Recalls > Template groups

  3. Select the Edit Reasons button on the template you wish to edit:

    Screen_Shot_2020-02-24_at_9.18.47_pm.png


  4. Locate the reason you wish to remove in the Assigned Reasons list then select the 'x' button to remove the reason from the list:

    Screen_Shot_2020-02-24_at_9.21.20_pm.png


  5. Lastly, save your changes by selecting the green Save button:

    Screen_Shot_2020-02-24_at_9.21.45_pm.png

 

T o learn more about assigning reasons, see: How to assign a reason to a Template Group.

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