• Press the Template Store button in the Main Menu screen.
  • Select specialty. of the provider.


  • Select Templates option in the menu displayed at the left side of screen. 
  • The following screen will be displayed at right side.


  • Select the Templates. (For example purposes the GENERAL category is selected ,the CONSENT FORMS sub-category and two templates will be selected)
    • Consent to treatment use.

    • Information request and/or medical record copy.


  • Press the Add to Queue button.
  • Then press thePhoto.pngbutton to see the Queue.
  • The following screen will be selected indicating the selected.

  • Select provider you want to assign codes.
  • Press the Apply button and wait for the system to download and copy the selected options to your system. 
  • Meanwhile options are downloaded the following screen will be displayed.
    Photo.png


  • The following message will be displayed once screen downloads all frequent codes. 


  • Press the Yes, to Restart the application, in order to see information in the application.
  • Go to Settings/ Offices/Templates select the GENERAL category and then the CONSENT FORMS sub-category when entering the system again.
  • User will see that both consent forms were downloaded.



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