Create a template

How do I create templates?

Updated over a week ago

Creating your own templates allows you to create resources that are compatible with your practice and its workflow.

In this guide, we will cover:


Creating a Template

  1. Navigate to the templates page

  2. Choose which collection you would like the template to be saved under

  3. Give the template a title

  4. Click on the '+' icon in the toolbar

  5. Choose the field types you would like to include in your template. For a master guide on the field types click here

  6. Click save template in the bottom right corner


Editing a Team Template

  1. Navigate to the templates page

  2. Select the overflow icon on the template you would like to edit

  3. Press edit

  4. Create the edits you want and then press save


Editing a Community Template

  1. Navigate to the templates page

  2. Select the overflow icon on a community template you would like to edit

  3. Select 'copy to Team templates'

  4. Go to your Team Templates Library and click the overflow icon

  5. Press edit

  6. Create the edits you want and then press save


Sharing a Template with the Community

  1. After creating a template, in the team templates library, press the overflow icon

  2. Press 'publish to community'

  3. Fill out category, profession and any necessary tags

Our team will be available to answer any further questions you may have. Just reply via messenger or reach out to team@carepatron.com.

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