Memo templates provide predefined content so you don’t have to start from scratch. Let’s explore how to create new memo templates from Practice Settings.
Let's get started!
Create a New Memo Template
To create a new memo template in the system, perform the steps below.
- Navigate to the System Menu > select Practice Settings > Templates.
- Select the Memo tab.
- Click +Add on the top right.
An Add Memo Template modal will appear,
- Enter the Name of the template.
- Choose the Memo Type which would be the category of the memo.
- Enter the note in the Contents field.
- Click Save.
To add a memo template to a patient, check out this article.
Practices can use this quick guide to learn how to create a new memo template and assign it to a patient profile.