With Clio's new Medical Records Plug-In there may be an issue accessing templates to be used on matters with medical records and medical bills that are listed with the particular naming conventions of 'Medical Bills' and 'Medical Records'.
A workaround for this issue is to edit Categories within the Document Section. Go into Categories and edit 'Medical Bills' and 'Medical Records' to another naming convention (i.e. 'Medical Bill').
Having document categories with the titles 'Medical Bills' and/or 'Medical Records' can limit the functionality of Faster Suite templates and general document management.
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