Managing Paperwork Templates

This guide provides step-by-step instructions for creating, editing, and managing Paperwork templates. Learn how to efficiently organize forms to streamline your clinical record-keeping process.

Lynx Jonsson

Adoreal

You manage paperwork templates from any patient's Patient360

Expand 'Patient Files' in the sidebar and select 'Paperwork'.

Click "Manage templates".

How to create a new template

To create a new template, click "New template"

Give it a name and then click "Add Form".

Click on a form to preview it. Then click Add form to add it to the template

You can add additional forms as needed and then drag forms to reorder them.

Once you're ready, click Save

Manage existing templates

To manage an existing template, click on the pen next to it.

You can adjust the name, add forms, rearrange the order or delete the template altogether.

Once you're ready, click Save. Changes will not apply to packets that have already been created from the template.