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Create a template or form
Create a template or form

How do I create templates?

Updated over 2 weeks 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:

  1. Creating a template/ form

  2. Create a template/ form using data chips

  3. Editing a template/ form

  4. Editing a community template

  5. Sharing a template with the community

  6. Duplicating a note/ form/ template

Creating a Template/ Form

  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 (fillable section) you would like to include in your template.

  6. Click 'save template' in the bottom right corner

Create a template/ form using data chips

Customize your templates and forms with data chips! Data chips use your clients' profiles to pre-fill the information for you and your client.

Here are the steps to use data chips:

  1. After copying a template into the team template library, navigate to the toolbar in the notes modal

  2. Select the data chip icon (pill-shaped) next to the field's icon

  3. Add the data chip with the information you would like pre-filled.

  4. Save or send the template as usual.

Editing a Team Template/ Form

  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

Note: You can use our quick insert shortcut to easily add lists, images, headings, form fields, and even AI smart prompts. Simply type / and a menu with options to choose from will pop up.

Editing a Community Template/ Form

  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/ Form 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

Duplicating a note/ form/ template

  1. Navigate to the note/ form/ template you would like to duplicate

  2. Hover over the tool bar and select the duplicate icon

  3. In the bottom left corner, a pop-up will appear asking if you would like to view the duplicate. If you wish to view the duplicate in the note modal, select view

Go to Carepatron

Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.

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