Users can create personal templates from within the clinical module:

1. Go to the clinical module:
   
   
   
2. Click on Maintain Templates. This will open the template maintenance as shown in clinical set up.
   
   
   
3. Click on the Copy Generic Templates button.
   

This will move the generic templates into your own profile. You can edit these templates and save them as new ones by following the step below.

Any generic templates that you do not need in your personal profile can be deleted by highlighting them and clicking on “delete template”. This will delete the template from your profile, but the template will still be available in the generic template page.

The templates you have saved in your profile will now show up in the “My templates” section of clinical record.

Creating/Editing your Templates

1. Highlight the template you want to edit by clicking on it once. If you want to make a new template, select any template from the list - we will save it as a new template in a later step.
   
   
   
2. Click on preview template.
   
   
   
3. Write out the contents of your template in the space. Where you would like a list of tag answers to show type the tag text including the <>. This must match you tag answers added to the list exactly, including capitals and spaces.
   
   
   
4. If you are creating a new template, type the name of your template in the “with this name” box at the bottom of the space and click on 'Save As'
   
   
   
5. If you are editing an existing template, you can miss out step 4 and just click 'Save' instead.
   

Choose Compliant Options

Once a template has been saved you can mark parts of it as “compliant”. If any section that is marked as compliant is not filled in a warning message will appear when the clinician tried to exit the record. You can also run a clinic outcomes report which will show you which records are, or are not, compliant.

1. Highlight the template you want to edit by clicking on it once.
   
   
   
2. Click on “Preview template”
   
   
   
3. Click on “Compliance” in the top right-hand corner of the template. This will open a new window with your template details.
   
   
   
4. Click once on to the tag name to make it compliant. Click it again to remove compliance. When a tag is compliant it changes colour to purple. Once all your compliant tags have been selected, click close.
   
   
   
5. If you would like to make BVD’s, Pressures, Sign-off and D PD’s to be compliant areas you can tick the check boxes at the top of the template.