Personalised and generic Clinical Templates made in the Maintenance module will be available for clinicians to select from within the Clinical module when they have appointments. They will need to select the template in each clinical field each time they fill in a new Clinical Record.

Alternatively, you can personalise the Clinical module. You can assign each clinical field a template depending on user. This means when a user opens a new Clinical Record, it will automatically load the template assigned to that user for that field.

1. Navigate to Maintenance, Users, and then Users / Staff.
2. Click on the user you would like to edit to highlight it.
   
   
   
   
3. Click on the 'Set Up Default Clinical' at the bottom of the screen. This will open a new window.
   
   
   
   
4. Select the clinical field you wish to assign the template to from the dropdown list.
   
   
   
   
5. Select the template you would like to assign from the dropdown list. Any personalised template that user has made will show up with (PER) next to it.
   
   
   
   
6. Click the '+' button.