Templates allow you to populate text and dynamic data into interactions in Clinical. Once a template is created, you can generate a chart note with dynamic information, populate saved text into an email, or even send a patient a text message with populated information. Visit Using Templates to put your templates to use.
To create a new template in Clinical, open the Settings page in Clinical by clicking the gear icon
Click on Templates
Click on + New Template
This will open up the page where your template will be created. Start by giving your template a name
Next, create the shortcut that you will use to insert this template into text fields automatically
Type any details about the template in the description box
You can share the template with other users in your practice by toggling the switch to public, or keep them private from other users in your practice
Note:
Once you make a template Public, and click 'Update Template', you will not be able to make it private again.
If you have created a 'Private' template, only the creator of the template will be able to view the template.
Next, you can find the text editor on the bottom of the screen. Here you can create and edit your template
With your base template typed or pasted into the editor, you can now begin to add shortcuts. These will autofill every time the template is used. Last visit note is an option
When you are finished inserting your shortcuts, click Save
Your template is now saved and will show up in the Templates tab
Note: If you have created a 'Private' template, only the creator of the template will be able to view the template.