- Go to the Settings screen.
- Press the Office button and then press the Templates button.
- Select the main category (Master Category). For this example we selected GENERAL.
- Select category. For this example we selected Reminders.
- Press the Add button.
- The following screen will be displayed:
- To select Keyword, press the Keywords tab.
- Note: Users will have the alternative to select between Keywords to diaplay the demographic information, clinical information, billing inforamtion, office information among others.
- Complete the document information.
- Press Previous to return to screen.
- Write Template name in the Template Description field.
- Press Save to store changes.