Skip to main content

Create a template or form

How do I create a form, document or chart template?

Updated over 12 months ago

Creating a Template/Form

1. Go to the Templates section.

2. Enter a title, type, and add tags to the template.

3. Add which elements you would like the template to have

4. Then click Save at the top of the editor.

5. You can also start sending it to patients

6. Or use it in future charts, forms or documents

Did this answer your question?