Editing Document Templates

You can change your personal templates and members of the Clinical Coordinator ASU class can change shared templates at any time.

To edit a document template, use these steps:

1. Select the Notes, Consults, or D/C Summ tab.

2. Select Options | Edit Templates (Option | Edit Shard Templates to edit shared)

-or-

If the Templates drawer (Notes tab) is open, right-click in the drawer, and select Edit Templates.

3. Find the template you want to edit.

a. Click the plus sign next to an item to see the objects under it.

b. Select the template you want to edit.

4. Make any desired changes, such as the following, for example:

o Type in more text.

o Add Template Fields

o Change the template name

o Move the template to a different location.

o Make the template inactive if you don't want it seen in the template drawer.

o If part of a group template, exclude it to make it not copy into a document when the group icon is dragged-and-dropped or double-clicked. Or, if excluded, you can click the check box to include it again.

o Change the template type (template, group template, dialog)

Note: If you change from a template or group template to a folder, you will lose the text in the template.

5. To spell check or Check Boilerplate for Errors, right-click in the Boilerplate Template area and select the appropriate option.

6. When finished, select Apply to save or select OK to save and exit the editor.

Note: The Line and Column indicator (under the Personal Templates area) indicate the cursors position in the Boilerplate Template area.