Creating a New Template

How to create a template so you can save time with custom fields and auto-populated information

Benjamin Fetter avatar
Written by Benjamin Fetter
Updated this week

Templates allow you to populate text and dynamic data into interactions in Hint All-In-One. 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 All-In-One 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 automatically insert this template into text boxes

  • 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.

  • Next, 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

  • When you are finished inserting your shortcuts, click Save

  • Your template is now saved and will show up in the Templates tab

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