Template Controls

The Template library now contains thousands of Templates, containing tens of thousands of keywords to assist with searching-finding. When reviewing Templates, consider the following.

Green and Yellow Triangles

Green and Yellow Triangles

Templates with green triangles have been created by SOAPware, Inc. as appropriate for others to download. Templates with yellow triangles have been created or edited by a SOAPware user.

Shortcut Column

Shortcut Column

The shortcut of a Template can be used to quickly insert the Template into the current document by pressing F5 and then entering the shortcut code.

Include Cloud Library

Include Cloud Library

By selecting the "Include Cloud Library Items" box at the bottom of the window, users will get results not only from their local database, but also from SOAPware and other SOAPware users.

Sorting

Sorting

In the screen shot above, the Location column header has been clicked. In this case, it sorted the list of Templates into Labs and SOAPnotes. Presently, over 95% of Templates are one of the following types, with over 90% being of the type SOAPnotes.

  1. Drawings
  2. Flow Sheets
  3. Labs
  4. SOAPnotes

Template Actions

Template Actions

Template controls include functions to Search, Add, Remove, Print, Download, Upload, and Update a Template.

Edit

Selecting a Template on the user's local library opens the Template for editing. The window to the right provides a preview of any Template selected once the Template has been downloaded. In this window, the user can edit the Template and the changes will be auto-saved.

Add Button

Add Button

The button with the green plus allows users to create a Template from what has been created in a patient's chart.

Remove Button

Remove Button

To remove a Template from a user's local library, the user can use the Remove Template button.

Insert Button

Insert Button

After selecting a Template, clicking Insert will place the selected Template into the active chart section of an open patient chart.

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