Setting a Default Template

You can set a new or already existing template to be your default note template. Once you have a default template set, clicking the Add New button in the Notes list screen creates a new note using your default template.

To set a default template from an already existing template:

1.   Select the template by clicking the template’s name link.

2.   Click Save.

3.   Click to select the Default check box.

4.   Click Save.

To create a new template and set it as the default, see Related Topics.

Related Topics

Creating a Free-Form Note Template

Creating a Patient Letter Template

Creating a Structured Note Template

Creating a Template Based on an Existing One