USER GUIDES

  1. All user guides
  2. Clinical Notes & Templates
  3. Note Templates
  4. Create a template collection

Create a new template collection

Overview

A Collection is a folder for keeping your note templates organised. From the note writing screen (the Notepad) it's easy to switch Collections by selecting the options toggle.



How to create a new template collection

  1. Head over to the settings page and go to the "Template Settings" tab.

  2. Open up the list of existing template collections by clicking to expand the accordion.

  3. Enter a description then click on the tick to save the new collection.

    4. Pro Tip : 

    To add templates and categories to your new collection, head over to the Notepad and select "Edit Templates" from the side panel to enter editing mode.