Record templates
Create and manage text and image templates to speed up clinical record creation. Text templates can be attached to procedures, notes and prescriptions; image templates are available when adding a procedure.
✅ What you can do
- Create, edit and delete text templates for procedures, notes and prescriptions
- Create, edit and delete image templates for procedures
- Search, sort, activate/deactivate and sync templates
📝 Text templates
Browse & manage text templates
- Click Templates → Record → Text.
- Search — use the search bar to find a template by name or keyword.
- Sort — click Recently Added to sort by Recently Added, Alphabetical Order or Active/Inactive.
Action | How to do it |
|---|---|
Edit | Click the Edit icon to modify the template |
Activate/Deactivate | Toggle the status to enable or disable the template |
Delete | Click the Delete icon to remove permanently |
Sync | Click Sync to pull the latest system templates |
➕ Add a text template
- Click Templates → Record → Text.
- Click Add → enter the required information → click Submit to save.
🖼️ Image templates
Browse & manage image templates
- Click Templates → Record → Image.
Action | How to do it |
|---|---|
Edit | Click the Edit icon to modify the image template |
Activate/Deactivate | Toggle the status to enable or disable |
Delete | Click the Delete icon to remove permanently |
➕ Add an image template
- Click Templates → Record → Image.
- Click Add → enter the required information and upload an image → click Submit.
Updated on: 06/08/2026
Thank you!