Using Templates
Learn how to effectively use templates to create standardized cases
Overview
Templates streamline case creation by providing pre-filled content that you can customize for each patient.
- Quick case creation with standardized content
- Consistent documentation across your practice
- Easy customization for individual patients
Using a Template
Select a Template
When creating a new case, choose from your available templates
Review Pre-filled Content
Check the template-provided content in each section
Customize for Patient
Modify the pre-filled content to match the specific patient's situation
Save and Finalize
Review all information and save the customized case
Benefits of Using Templates
- Save time on routine documentation
- Maintain consistency in case records
- Reduce documentation errors
- Focus more on patient care
Best Practices
- Always review and update pre-filled content
- Use appropriate templates for each case type
- Customize content to reflect individual patient needs
- Keep track of frequently used templates
Next Steps
Learn how to share templates with your colleagues
Learn About Sharing