Insert a Template

Q: How do I insert a template into a SOAPnote?

1. Open the Chart

Using the Chart Rack, open the patients chart.

2. Create a SOAP Note

See: Create a SOAP Note for help.

3. Access the Templates Manager

3. Access the Templates Manager
  1. Click on Docutainers from the main menu.
  2. Select Templates.

4. Search for the Template

4. Search for the Template
  1. Type a single keyword (ex: cough, diabetes, or dysuria) in the search box
  2. Click on the Search button

5. Select a Template

  1. Click to highlight the desired template.
  2. Click on the Insert button

6. Insert the Template

6. Insert the Template

Click Append to add the information from the template to the existing SOAP Note.