Users can create personal templates.

First, navigate to Maintenance, Clinical & Imaging and then Generic Templates. Then click 'Copy All Generic Templates' at the bottom of the screen.

This will load the following pop up. Click 'Yes'.

This will move the generic templates into your own profile. You can edit these templates and save them as new ones by following the steps below.

Any generic templates that you do not need in your personal profile can be deleted by clicking the 'x' button. This will delete the template from your profile, but the template will still be available in the generic template page.

The templates you have saved in your profile will now show up in Clinical Records.

Creating/Editing Your Template

1. Highlight the template you want to edit by clicking on it once. If you want to make a new template, select any template from the list - we will save it as a new template in a later step.

2. Click on the Preview button.

3. Write out the contents of your template in the space. Where you would like a list of tag answers to show, type the tag text including the <>. This must match your tag answers added to the list exactly, including capitals and spaces.

4. If you are creating a new template, type the name of your template in the Name box at the bottom of the screen and click on 'Save As'.

5. If you are editing an existing template, you can miss out step 4 and just click 'Save' instead.

Choose Compliant Options

Once a template has been saved, you can mark parts of it as 'Complaint'. If any section that is marked as compliant is not filled in, a warning message will appear when the clinician tries to exit the record. You can also run a Clinic Outcomes Report which will show you which records are or are not compliant.

1. Highlight the template you want to edit by clicking on it once.

2. Click on the 'Preview' button.

3. Click on 'Compliance' at the bottom of the screen. This will open a new window with your template details.

4. Click once on the tag name to make it compliant. Click it again to remove compliance. When a tag is compliant, it changes colour. Once all your compliant tags have been selected click 'Close Compliant Tags'.

5. If you would like to make BVDs, Pressures, Sign Off and D PDs to be compliant areas, you can tick the check boxes at the top of the template.