To create a template for your notes like a SOAP note...


1. Go to your Documents tab on the left side-bar, and select New Document>Create New Template.


2. A blank word document will open. Once template is created, click "Save".


3. You can retrieve your templates to use when you create a new note in your patient's file.


4. From your patient's notes tab, click "Copy Existing Template" and your template will copy into your patient's file