Personalised and generic clinical templates made in maintenance module will be available for clinicians to select from within the clinical module when they have appointments. They will need to select the template in each clinical field each time they fill in a new record.

Alternatively, you can personalise the clinical module. You can assign each clinical field a template depending on user. This means when a user opens a new clinical record the template will automatically load the template assigned to that user for that field.

1. In maintenance go to the user’s tab:
   
   
2. Click on the user you would like to edit. The arrow shows which user you are currently editing.
   
   
   
3. Click on the set up clinical default templates button on the right-hand side. This will open a new window.
   
   
   
4. Select the clinical field you wish to assign the template to from the dropdown list.
   
   
   
5. Select the template you would like to assign from the dropdown list. Any personalised template that user has made will show up with (PER) next to it.
   
   
   
6. Click add

Once templates have been assigned, when that user opens a clinical record the tag names will load up straight away without the need to go into the list and choose one.