Template Library

The Template Library displays a list of available templates for Notes. The following topics are discussed on this page:

To access the Template Library

To access the template library, click the Notes icon. Then, from the Notes window, go to Template Library. The Template Library page is displayed. You the following tools to modify or filter the list of templates:

Check the Show Deleted box to display deleted templates in the view. Deleted templates are highlighted in pink when displayed.
Check the Show Unpublished box to display template you have created that have not been published for others to use.
Type the name of the template in the text box and click Filter.

Templates that you created are indicated by a favorite (heart) icon in the left hand column. Click on the template in the list to view the template. From this view, you can also edit, copy, or delete the template.

Tutorial: How to Access the Template Library
To view the tutorial, click the Play button on the viewer below. Use the Full Screen/Exit Full Screen button to expand the viewer to full screen.

For a list of all tutorials, see Notes Tutorials.

To configure the grid

The Template Library grid displays several columns to identify the template. You can configure the columns that are displayed in the Template Library.

Click the blue configure button in the column header. The available column options are displayed.
Check the box in front of the column(s) you'd like to display in the grid. Note: The space is limited. The more columns you display, the smaller the column becomes and the data in it.
You can also elect to group the items together by certain columns/fields. Click the Group + button next to the field. This will display the templates together by that field. For example, if you click the Group + for the Author field, notes entered by the same user are grouped together.
To close the configure box, click on the page outside the box.

To edit a template

To edit a template, go to the Template Library.

From the list, click on the template you'd like to edit. The template is displayed in the text box.
Click the Edit button. The Edit Template screen is displayed.
Make the changes desired to the template.
Ensure that the Publish option is checked if you wish to publish the template.
Click Save. Or, click Save and Close.

To delete a template

To delete a template, go to the Template Library.

From the list, click on the template you'd like to delete. The template is displayed in the text box.
Click the Delete button. The Delete Template confirmation message is displayed.
Click Yes to continue and delete the template. Deleted templates can be viewed from the Template Library by checking the Show Deleted option.

Deleted templates and be used to create new templates. From the Template Library, check the Show Deleted option. Deleted templates are noted with pink highlighting. Click on the deleted template that you'd like to use. Then, click Copy to New button. The template is displayed in the Create Template window where you can edit and save the changes to a new template.

To copy a template

You can copy published, unpublished, or deleted templates to create a new template.

Go to the Template Library. Display the template you'd like to copy by checking the Show Deleted and Show Unpublished options.
From the list, click on the template you'd like to copy. The template is displayed in the text box.
Click Copy to New. The Create Template screen is displayed.
Make the desired edits or modifications to the template using the date elements and formatting tools.
Ensure that the Publish option is checked if you wish to publish the template.
Click Save. Or, click Save and Close.

To favorite a template

You can favorite templates so that they are displayed in the Create Note window for quick use. To add a template to your favorites list, click the "star" icon located in the second column of the template list. Once selected, the start turns blue and the template is listed in the Template section of the Create Note view.

To create a new template

From the Template Library, you can create a new template by clicking the New Template button. Or, from the sidebar menu, click Create Template option. The Create Template screen is displayed.

In the Create Template field, enter the name of the template.
Begin typing in the text box the content of the template. Use the text formatting tools to create headings, bold, italicized text, etc. for the template.
Select data components of the patient record to insert into the template from the list on the left. TIP: Ensure your cursor is in the document where you want the data to display.
Enter additional text that you would like to be in the template.
To publish the template, check the Publish option. Note: If you are still working on this template and you'd like to save it and come back to finish it later, don't check the Publish option. Just click Save.
Click Save and Close to exit the Create Template screen. Templates (published and non-published) are displayed in the Template Library when the Show Unpublished option is checked. Only your non-published templates are displayed. Other user's non-published templates are not visible.

Tutorial: How to Create a Template
To view the tutorial, click the Play button on the viewer below. Use the Full Screen/Exit Full Screen button to expand the viewer to full screen.

For a list of all tutorials, see Notes Tutorials.