Questions answered in this article:

  • How do I create a template for charting?
  • How do I allow other team members to use my templates?
  • What is the use of the "more" button in notes?
  • How do I add a template to my notes?

Related articles:

To create a note template:

1. Click on the Notes button in the left menu navigation bar and choose the templates tab from the top menu.

2. Select the New template button.

3. It will automatically default to you as the author. If you would like to make this template accessible to other team members, choose their names from the drop down menu. Likewise, if you have already created a template, you can go back, edit and add more authors. 

4. Select a title, format, and document type, then begin adding the content of your template.

5. You have options here like the other text editors, to:

a. Add a list

b. Add a checklist

c. Align

d. Add a photo

e. Add a table

6. You can also customize and edit an existing template, including adding additional practitioners to access and utilize it.

7. The More button at the top right corner of the modal, you can either Duplicate or Delete a template.

To add a template to your note:

1. Open any note modal and find the template dropdown located on the upper right side of the screen. Simply click on the desired template from the dropdown menu, and it will automatically populate in your note.