Your default template is automatically applied when creating new clinical notes, saving you time and ensuring consistency in your documentation.
Setting a Template as Default
Follow these steps to set any of your favorite templates as your default:
Step 1: Navigate to Template Management
Go to the Manage Templates page in your workspace by clicking on the link in the left sidebar
Make sure you're on the My Favorites tab
Step 2: Locate Your Template
Use the search bar at the top of the page to quickly find your template, or browse through your favorites list.
Note: Only templates in your "My Favorites" list can be set as default. If you want to use a template from the Template Library as your default, you'll need to add it to your favorites first by clicking the star icon.
Step 3: Access Template Options
1. Find the template you want to set as default in the table
2. Click the three-dot menu icon (⋮) in the Actions column on the right side of the template row
Step 4: Set as Default
From the menu that appears, select Set as Default
The template will immediately become your default
You'll see a blue checkmark icon (✓) appear in the "Default" column next to your selected template
Understanding Default Templates
What does "Default" mean?
- Your default template is automatically loaded when you create a new clinical note
- You can only have one default template at a time
- Setting a new default will automatically replace your previous default
Default Template Indicator
Templates that are currently set as default will:
- Display a blue checkmark icon in the "Default" column
- Be highlighted with a light blue background in the table
Need more help? Contact your workspace administrator or support team for additional assistance with template management.