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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- Learn More About: Settings / Office / Templates