Setting Your Default Template

Your default template is automatically selected when you start a new visit. Setting this to your most-used template saves time.

How to Set a Default Template

There are two ways to set your default template:

From the Template Editor

1. Go to Templates in the sidebar
2. Click on the template you want to make default
3. Click the Set as Default button

From the Home Screen

1. On the home screen, click the template dropdown
2. Select the template you want
3. The last template you used will be remembered for your next visit

Changing Templates Per Visit

You can always select a different template for individual visits:

• On the home screen, use the template dropdown before starting your visit
• This doesn't change your default - it only applies to that specific visit

Tips

• Set your most commonly used template as the default
• Create specialty-specific templates for different visit types
• You can change your default template anytime