The Custom Templates module displays the following filter buttons at the top of the screen:
My - The default screen. Includes all templates you've saved to your personal list.
Practice - Includes all templates saved by you and your colleagues as "practice" (shared) templates.
Colleagues - Includes all templates saved by your colleagues as personal templates (that is, templates they've saved as "My").
General - Includes templates supplied by the LMR system, as well as those saved as Practice General by authorized users. These behave slightly differently than other templates. For example, only supervisors or practice managers can remove them from the target list.
Click any filter button to display only the associated types. To move any template to your target list (displayed by clicking the Module Preferences button), click the check box in the second column and use the Move to Module... field to select where you want this template to be available.
The Module Preferences button is different than the other filter buttons. It allows you to limit the templates that are available to you when creating a note. See Maintaining the Target Custom List for details.