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Templates give notes, letters and reports a ready-made structure. Only admins can change them. They’re shared with the whole practice, except that an admin who is also a practitioner saves templates as their own, which other practitioners don’t see.
  1. Go to Settings › Templates and select New template.
  2. Name it, choose whether it’s for notes, letters or reports, and write the content. Type / to add placeholders.
  3. Select Create template.
Deleting a template removes it for the whole practice and can’t be undone. Notes already written from it don’t change.