There are several options for setting up templates.  


Option #1

  • Click on the QuickLinks text, located at the top of the screen. 

  • Select the Settings option.

  • The following screen will be displayed: 


  • Press the Office button and then select the Templates option. 


  • The following screen will be displayed:  


  • Select the Parent Category. For this example, GENERAL will be selected.


  • Select the category. For this example, Consent Forms will be selected.


  • Once selected, press the Add button, located at the top of the screen. 


  • The following screen will be displayed:


  • To select the Keyword, click on the Custom Content tab.

Note: In this screen, the user will have the alternative to select between Keywords, to display demographic information, clinical information, billing information, office information, among others.

  • Complete the information in the document.


  • Once you have completed the document information, press the Previous tab to return to the previous screen.
  • Type the name of the Template in the Template Description field. 
  • Press the Save button to save the changes.


Option #2
  • Press the Settings button in the main menu.  


  • The following screen will be displayed: 


  • Press the Office button and then select the Templates option. 


  • The following screen will be displayed:  


  • Select the Parent Category. For this example, GENERAL will be selected.


  • Select the category. For this example, Consent Forms will be selected.


  • Once selected, press the Add button, located at the top of the screen. 


  • The following screen will be displayed:


  • To select the Keyword, click on the Custom Content tab.

Note: In this screen, the user will have the alternative to select between Keywords, to display demographic information, clinical information, billing information, office information, among others.

  • Complete the information in the document.


  • Once you have completed the document information, press the Previous tab to return to the previous screen.
  • Type the name of the Template in the Template Description field. 
  • Press the Save button to save the changes.


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