Record system templates

Build a library of text and image templates to speed up clinical record creation — attach them to procedures, notes and prescriptions with a single click.

✅ What you can do

• Create text templates for procedures and notes
• Create image templates with uploaded images
• Search, sort, edit, activate/deactivate and delete templates
• Sync text templates from the system

📝 Text templates

Add a text template

1. Click Templates in the left navigation menu.
2. Click Record → Text.

3. Click the Add button.
4. Enter the required information.
5. Click Submit.

Search & sort text templates

• Use the Search bar to find a template by name or keyword.
• Use the Recently Added dropdown to sort by:
• Recently Added, Alphabetical Order or Active/Inactive.

Manage text templates

🖼️ Image templates

Add an image template

1. Click Templates in the left navigation menu.
2. Click Record → Image.

3. Click the Add button.
4. Enter the required information and upload an image.
5. Click Submit.

Manage image templates

Updated on: 19/06/2026