Important: This article is for the older notes editor, where templates are managed in 'Settings' and 'My Account'.
If you see a 'Template' button on your treatment item note or in the clinical sidebar, see How to create and manage note templates instead.
Why should I use clinical note templates?
Make your charting quicker and easier with your own personal or practice-level clinical note templates.
Clinical note templates are an easy way to save yourself time and effort as well as speed up the amount of time your patients spend in surgery.
How do I add clinical note templates?
There are two ways to add clinical note templates:
Personal clinical notes - Adding clinical notes through your own personal account settings will mean that only you can see and use these templates.
Practice clinical notes - Adding notes through the practice settings will enable all users to see and use these templates when adding clinical notes.