Setting up templates

With templates, you can customize the buttons that are visible in the Task pane when posting information to a patient's chart.

Note: Because templates are stored on the server, each template is available to each workstation on your network. If you want to transfer the template to a computer that is not in your office's network, use the export and import features.

To learn more about setting up templates, click any of the following links:

·        Adding templates

·        Editing templates

·        Deleting templates

·        Exporting templates

·        Importing templates

·        Setting up template categories