Edit a Template
Q: How do I edit a template?
1. Open the Templates Manager
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Click on the Templates docked tab at the bottom of the Chart workspace.
2. Select a Template
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- Insert a keyword into the search box (ex. diabetes)
- Click the Search button
- Click to highlight the desired template (make sure this template has an upward facing arrow)
3. Make Edits to the Template
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Place your cursor in the desired field to activate each field in master copy of the template, and proceed to make your edits to the template.
*Warning: Due to HIPAA requirements, do not put “real world” patient data in templates that you or others may store on the on-line library.
Template Edited
Once you close out of the template manager, the template has been edited.
*Note: Changes will take effect immediately as the template manager automatically saves your work. It will not possible to go back to original copy. For a large volume of changes, we advise duplicating the template or inserting the template into a SOAP Note in a test patients chart and creating a new template entirely. For more information on Creating a New Template, Click Here.