SOAP 2.0 | Copying Templates
  • 22 Mar 2024
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SOAP 2.0 | Copying Templates

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Article Summary

Overview

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. Discover more about creating Templates.

 
Click the arrow or colorblock below to discover more.



Copy To a New Template

Copy To a New Template

 

  1. From the WebPT EMR Dashboard, go to the Company drop-down menu and select SOAP Templates.
    EMR_Company Dropdown_SOAP Templates

  2. You can copy templates from existing Company or WebPT Templates.
    EMR_2.0_Documentation_Templates_Company-WebPT Templates

  3. Hover over the template you want to copy and select the Copy icon.
    EMR_2.0_Documentation_Templates_Copy_Button

  4. Use the drop-down menus to select the new Note Type and Discipline you want to copy the existing template to.
    EMR_2.0_Documentation_Templates_Copy to Template_Dropdown Menus

  5. Click Apply to create the new template. The template will appear in the Company Templates section.
    EMR_2.0_Documentation_Templates_Copy to Template_Apply Button

  6. If the selected Note Type and Discipline already has an assigned template, the following error message will appear.
    EMR_2.0_Documentation_Templates_Copy to Template_Error Message



Copy Template While Editing

Copy Template While Editing

Templates can also be copied from the** Edit Configuration** page.
 

  1. Hover over the template you wish to edit and click the Pencil icon.
    EMR_2.0_Documentation_Templates_Progress Note_Edit_Button

  2. Click the (...) menu icon and select Copy Existing Template.
    EMR_2.0_Documentation_Templates_Configure Template_Ellipses Menu_Copy Templates_Button

  3. Use the drop-down menus to select the new Note Type and Discipline you want to copy the existing template to.
    EMR_2.0_Documentation_Templates_Copy to Template_Dropdown Menus

  4. Click Apply to create the new template. The template will appear in the Company Templates section.
    EMR_2.0_Documentation_Templates_Copy to Template_Apply Button

  5. If the selected Note Type and Discipline already has an assigned template, the following error message will appear.
    EMR_2.0_Documentation_Templates_Copy to Template_Error Message




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