Create a Template From an Existing Care Plan

You can convert any existing Care Plan into a template. Remember, templates are shared with all HEP users in your clinic. Click here to learn how to create a new template. 

  1. Start by opening the Patient Overview page that contains the Care Plan you want to convert into a template. 
  2. Use the Edit icon to open the Care Plan. 

  3. Use the Update Care Plan drop-down and select Save as Template. 
  4. Name your template and click Create Template to save. Remember to use a name that makes it easy to locate. 

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