Description

Screen used to create document templates used throughout the application.



Access

From the Settings module, click on Office then click on the Templates option.

Sections

Buttons
  • Procedure Templates: Attach a template(s) to a procedure code. See how: Procedure Templates.
  • Reminder Email Templates
  • Add
  • Edit
  • Delete
  • Cancel
  • Save
  • Edit Category
  • Edit Template: Press to open the template editor.


  • Master Category: BILLING, GENERAL, CLINICAL and OTHER.
  • Category
  • Description:  List of created templates.
  • Template Description



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