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](https://media.screensteps.com/image_assets/assets/006/032/795/original/798f8efe-a431-427a-bd35-05f056680196.png)
- Click on Docutainers from the main menu.
- Select Templates.
4. Search for the Template
![4. Search for the Template](https://media.screensteps.com/image_assets/assets/006/032/797/original/7eb45b9f-af45-43ca-a6fa-8128b32eb558.png)
- Type a single keyword (ex: cough, diabetes, or dysuria) in the search box
- Click on the Search button
6. Insert the Template
![6. Insert the Template](https://media.screensteps.com/image_assets/assets/006/032/801/original/f177a60c-bdc0-40ba-82a9-0935d9dae8eb.png)
Click Append to add the information from the template to the existing SOAP Note.