1. Click on Tools.
2. Click on Document Designer.

1. Click on File.
2. Click on "Create New Design."
3. Name the Design.
4. Click OK.

1. Click on Data Items.
2. Click on the desired commands, one at a time, to insert into the temporary design.

Free Text can be incorporated between the data commands.

1. Click and drag the cursor over the text-to highlight the text.
2. Click on Edit.
3. Click on Copy.

1. Click on Close.
2. Click on "No" since this is a temporary Document Design.

Access the template the commands are to go in.  (*Note: You will want to access the desired template from the Templates tab-or press F6 on the keyboard--and insert the commands in the preview pane-to the right of the template name. This will ensure that your changes/additions will be saved for good.)

Click the cursor where the commands are to reside.  Right-click and select Paste to paste in the document designer codes.

When the template is inserted into a SOAP Note, for example, the information will be pulled from the patients demographics.