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Add or edit (predefined) text templates
Add or edit (predefined) text templates

How to manage (predefined) text templates

Pablo avatar
Written by Pablo
Updated over a week ago

Learn how to manage predefined text templates to parts of the treatment record, phone call, and message input fields and make your work more comfortable, more efficient, and complete.

When specific recurring texts are desirable, you can define these in the Text templates window. These can be set up for multiple record fields, like for example, the presenting problem, physical examination field, the conclusion as well as for the notes field, etc. 

These templates are category-specific. 

To set text templates, follow menu > records settings > records > text templates open the text templates window, choose the right category, and create the texts as you wish.

Note: Pre-defined text templates can be edited on the fly during your work.

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