I have created a letter under letter experts. However, whenever we use the letters from the letter expert tab within the chart it is automatically saved under the title available in the documents window. I have tried to right click to change the document category but it will not give me this option like it usually does. Is there any way to create a letter expert and choose which file it is saved in in the documents window?
Ah, okay I see what you're saying. When letters are saved back into SoftDent, they typically go into a default category called "Letters," and your SoftDent is somehow putting them into a category called "Available."
I would call into SoftDent Support so we can possibly swap out your doccat.dat and idx files to see if that helps. This would likely fix your issue where the Letters category is showing as Available.
Keep in mind, letters cannot be moved out of the document tree category "Letters"
Only other documents can be moved to different tree categories within the document tree. When you're sending patients to letter expert, that category dropdown is just asking you what category of Letter it is you're saving...not which category you're wanting to save the letter into inside the document tree.