Edit a Template
Q: How do I edit a template?
1. Open the Templates Manager
Click on the Templates docked tab at the bottom of the Chart workspace.
2. Select a Template
- 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
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.