
Favorite vs. Custom Templates
Templates in the Template Library are grouped into two categories:- Favorite Templates These are the templates that appear in the template dropdown on the Visit page. Providers can reorder these templates to suit their workflow.
- Custom Templates These are provider-built templates created using the “Build Custom Template” tool. They are unique to each user and fully configurable.
Template Builder UI (Custom Template Creation)
When building a custom template:- Template Title: Required name of the template.
- Description: Optional one-line summary to help identify the template’s purpose.
- Section Title: Label for each section (e.g., “Objective”, “Findings”).
- Section Content: Field where you describe how the section should be filled out. Include guidance, formatting expectations, or placeholders.
Custom templates are ideal for specialized workflows, niche clinical content, or specific documentation structures required by individual providers or departments.