From the Templates area in your Staff Profile, you can view and use shared chart templates created by other staff members at your clinic. You can either duplicate a shared template to have your own independent copy, or use the shared version and receive updates automatically when the author makes changes.
Option 1: Duplicate a Shared Template
Duplicate a shared template when you want your own independent copy that won’t be affected by changes the original author makes.
- Go to your Staff Profile and click Templates under your name.
- Find the shared template you'd like to use.
- Click Duplicate.
A copy of the template is added to your template list. Any edits you make to your copy won’t affect the original, and any edits the original author makes won’t affect your copy.
Option 2: Toggle On a Shared Template
Toggle on a shared template when you want to use it as-is and automatically receive any updates the author makes.
- Go to your Staff Profile and click Templates under your name.
- Find the shared template you'd like to use.
- Click the toggle next to the template to add it to your list.
What to Expect
The template is added to your list. If the author edits the template, your version will update automatically.
Important Notes
- If you edit a shared template directly rather than duplicating it first, your changes will apply to all staff members using that template.