• In the Main Menu screen, press the Template Store button.
  • Select the specialty of the provider. 


  • Select the Evaluation option in the menu displayed at the left side of screen.


  • The following screen will be displayed at the right side of screen.


  • To select all the sections of the Present Illness tab, press the Add to Queue button. If you wish to select the preference options of the Present Illness sections press the Select Manually button.


  • Repeat the same steps for the Review of System, Past History and Physical Exam tabs. 
  • Once you finish copying the options press thePhoto.pngto view the Queue.
  • The following screen will be displayed:


  • Select the provider you want to assign the selected sections.
    • Note: The Apply To option if it is provider that is logged to system the options will only be included to the provider displayed. The only person to download options to apply to all providers is the administrator.
  • Press the Apply button and wait for the system to copy the selected options.
  • While options are being copied the following screen will be displayed:


  • Once the screen finishes to download the frequent code the following message will be displayed:
     
  • When you enter the system again go to the Chief Complaint area located in the Advanced Progress Note screen to see the options that where downloaded.



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