Running the Delete Archived Letters Utility

Run the Delete Archived Letters utility to delete archived patient, account, insurance company, referring doctor, insurance plan, and lab case letters.

To delete archived Quick and Letter Expert letters:

  1. Instruct all users to exit the software.

  2. Select Start > All Programs > SoftDent Software > SoftDent Utilities. The SoftDent Login window is displayed.

  3. Type your user name and password and click OK. The SoftDent Utilities window is displayed.

  4. Select Maintenance > Delete Archived Letters. The Delete Archived Letters Utility window is displayed.

  5. Select the record types or letters to delete.

Tip

 

  1. To delete letters created before a specific number of months, type the number in the Delete archived letters older than _ months field.

  2. To exclude letters attached to patients assigned a user code, type the code in the Exclude Patient User Codes field.

  3. To exclude letters attached to accounts assigned a user code, type the code in the Exclude Account User Codes field.

  4. Click OK.