1. If you haven't already, go to the Custom Templates module.
2. Locate the template you want to edit, and click its name to display it in Edit mode.
3. Update your custom template, as desired. To format text for free-form templates, use the special formatting buttons. For structured note 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, add a custom paragraph, 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.
4. If appropriate, update options for I or O (inpatient or outpatient) to reflect the type of template.
5. 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.
6. Click Save.
7. If desired, click Save to Modules. To save this template as your default, click Default. For more information, see Setting a Default Template.
8. To save your changes as a new template without changing the template you started with, type a new name; select My List, Practice,or Practice General; and click Save as New. Otherwise, click Save.
Note: You cannot edit someone else's template without saving it with a new name.