1. If you haven't already, go to the Custom Templates module.
2. If necessary, use the filter buttons to locate the template you want to use for your new custom template. See Using Custom Filters for details.
3. Click the custom template name to display it in Edit mode.
4. Update your custom template, as desired. To format text for free-form templates, use the special formatting buttons. For structured templates, do one of the following:
To add sections, click Add Section to display a list of available section. Click the sections that you want to include in your template and Ok (or to include all sections, click Check All and Ok). If appropriate, add text or update the rules for that section. See Creating Structured Notes Templates.
To delete sections, click the section on the left and the appropriate Delete button.
To move sections, click ReOrder.
5. If appropriate, update options for I or O (inpatient or outpatient) to reflect the type of template.
6. Type or select a category, type, and subject for your new template. The subject is the name that is assigned to a new note when you create one from this template.
7. Click Save.
8. Type a Template Name. Then, select whether you want to save your custom template to your personal list (My List) or make it available to others within your practice (Practice or Practice General).
9. If desired, click Save to Modules. To save this template as your default, click Default.
10. Click Save As New.