Edit a Template
Q: How do I edit a template?
1. Open the Templates Manager
![1. Open the Templates Manager](https://media.screensteps.com/image_assets/assets/006/032/809/original/92059d5d-d563-4637-8b1b-2ef028a9313f.png)
Click on the Templates docked tab at the bottom of the Chart workspace.
2. Select a Template
![2. Select a Template](https://media.screensteps.com/image_assets/assets/006/032/811/original/fd00a3d7-15c1-4404-b59d-9584cb9ce7c7.png)
- 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
![3. Make Edits to the Template](https://media.screensteps.com/image_assets/assets/006/032/813/original/media_1334848351247.png)
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.