• 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.