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How to create and manage note templates
Customize the section layouts you use for clinical documentation.
Open Note templates
Clinic clinicians: open Preferences → Note templates. Solo providers: open Practice settings → Note templates.
Create or edit a custom template
Give the template a clear name and define the sections in the order you want to document them. Save the layout.
Use it in Notes
Start a new note on a patient chart and select your template. Review draft content after changing a note's layout.