Using an Existing Note Template

Note templates are intended to make the provider's dictation faster, and they can range from detailed to very basic and are ultimately intended to be manipulated by the provider for the need in front of them. There are a few ways that you can manipulate your note templates and make them work for you.

Video Tutorial:

Step-By-Step Tutorial:

Inserting a template:

1. Using the Template icon

1. Select the Template icon in the upper right hand corner
    

2. Select the template you'd like to insert by clicking on the template name
    

3. You then can begin to edit your template and add to your note
    

2. Using the Token Menu
   1. In your note box, type "control" + "." to open the token menu
       

2. Select Templates from the menu and select the template you'd like to use
    

3. You then can begin to edit your template and add to your note
    

3. Inserting Quick Phrase:
   1. If your note templates have a quick phrase, you can simply begin to type the quick phrase in your note section, and the template will populate
       

2. You then can begin to edit your template and add to your note
    

Inserting Token Menu Item:

1. In the text area hold "control" and while holding type a period (".") to open the token menu
    

2. You can then select to add anything from the token menu to your template

Inserting Special Tests

1. Selecting the Icon:
   1. On the note toolbar you can select the special test icon
       

2. A modal box will then open to select your special tests
    

3. Select OK when you are ready to input your special tests into your note
    

2. Using the token menu
   1. Within the area, you'd like your special tests added, hold "control" and type at the same time "." to open the token menu
       

2. Select Special Test
    

3. A modal box will then open to select your special tests
    

4. Select OK when you are ready to input your special tests into your note
    

3. Keying in the code
   1. Within the area you'd like your special tests added, type {st} or {specialtest}; this will open the modal box to select your special tests
       

2. Select OK when you are ready to input your special tests into your note