1. Set favourite and a default template for easy access

Your favourited templates appear at the top of your Template Library and will be highlighted when you choose a template in a session

A template selection menu with 'Favourites' highlighted by an orange arrow, above a list of 'Note templates'.

Favourite Templates

To favourite a template - Find template > Star template
To unfavourite a template - Find template > More Actions (far right, three dots) > Remove from favourites

A user interface displays a list of items, including "Referral letter" and "Letter to patient," with an open dropdown menu showing options like "Edit," "Duplicate," and "Set as default template."

Default Templates

You can automate note generation by setting a default template. This template will be the first document generated at the end of each consult.To set a default template:

Navigating the Template Library Interface

Learning Objectives:

1. Set favourite and a default template for easy access

Favourite Templates

Default Templates