Copying Templates

Create Templates faster by copying existing template configurations to a new note/discipline type. This allows you to copy the fields and subsections from an existing template to a new template, saving you time during Template configuration. You can copy from a WebPT Template, or a Company Template you have already created. To learn more about creating Templates, click here.

Copy To a New Template

  1. From the EMR Dashboard, navigate to the company drop-down menu and select SOAP Templates.

  2. Templates can be copied from existing Company or WebPT Templates.

  3. Hover over the template you want to copy and select the Copy icon.

  4. Use the drop-down menus to select the new Note Type and Discipline you want to copy the existing template to.

  5. Click Apply to create the new template. The template will appear in the Company Templates section.

  6. If the selected Note Type and Discipline already has an assigned template, the following error message will appear.

Copy From the Edit Configuration page

Templates can also be copied from the Edit Configuration page.

  1. Hover over the template you wish to edit and click the Pencil icon.

  2. Click the Menu [...] icon and select Copy Existing Template.

  3. Use the drop-down menus to select the new Note Type and Discipline you want to copy the existing template to.

  4. Click Apply to create the new template. The template will appear in the Company Templates section.

  5. If the selected Note Type and Discipline already has an assigned template, the following error message will appear.