By saving a note as a template, you can save time when entering similar notes for other patients. You can save a note as both as a template and an individual patient note.
1. Click .
2. Click to select whether you want to save your template to your personal list (My List) or make it available to others within your Practice (Practice). If you choose Practice, you are prompted to select a practice.
3. Type or select a Custom Template Name and Note Subject.
4. Click Ok.
Caution: List-based entries (such as problems and medications) are not saved with the template.