- 22 Mar 2024
- 1 Minute to read
- Print
- DarkLight
- PDF
SOAP 2.0 | Copying Templates
- Updated on 22 Mar 2024
- 1 Minute to read
- Print
- DarkLight
- PDF
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
From the WebPT EMR Dashboard, go to the Company drop-down menu and select SOAP Templates.
You can copy templates from existing Company or WebPT Templates.
Hover over the template you want to copy and select the Copy icon.
Use the drop-down menus to select the new Note Type and Discipline you want to copy the existing template to.
Click Apply to create the new template. The template will appear in the Company Templates section.
If the selected Note Type and Discipline already has an assigned template, the following error message will appear.
Copy Template While Editing
Copy Template While Editing
Templates can also be copied from the** Edit Configuration** page.
Hover over the template you wish to edit and click the Pencil icon.
Click the (...) menu icon and select Copy Existing Template.
Use the drop-down menus to select the new Note Type and Discipline you want to copy the existing template to.
Click Apply to create the new template. The template will appear in the Company Templates section.
If the selected Note Type and Discipline already has an assigned template, the following error message will appear.