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7.2 Creating your first Template

Creating a template for your various types of visits can help speed up your charting process, as well as help you remember all the questions you want to ask your patient. When creating a template, you have the ability to pre-fill all the fields within the template: For example, if you have a lot of patients who come to you for sleep disorders, you can build a sleep disorder template which contains all the fields and information you want to have available during your visit.

Step 1: Creating Your First Template

  • Select SMART┬áTemplates.
  • Select + Create New Template
  • Fill out Smart Template Name

Once you name a chart, it will appear on the left-hand side under “Select a Template” This template will now be available to add to an existing template or chart.

7.1 What are Templates2

Step 1: Create New Template