4) how does one delete or edit existing type values to fix or purge them in
the phrasewheel?
That would be Practice -> manage doc types.

aka Office > Edit document types.
but Office > Manage document types
is in fact better, since the widget permits new type creation, and deletion, in addition to editing

All small things, but I think each small thing will help cut down staff questions and uncertainty. All of us have seen implementations where the creation of things is in a place different from where the thing is later modified.


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