Step 2: Open A Template

Before opening a template to write a patient note, open the patient chart summary by following the instructions provided here.

1. Click on the "Templates" tab located on the right-hand side of the screen.

2. Single-click the desired template category. If you are unsure of which template to use, ask your supervisor.

3. Single-click the desired template to open the template. Warning: double-clicking will open two templates! If you accidentally double-click, wait a few seconds for the templates to open, then close the extra open template(s).

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