How do I create a new clinical template?

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  1. Under Settings, click Clinical.
  2. Click New Templates at the top-right of the page.
  3. On the left, under "Create New", click either "New notes template" or "New tools template" (a Notes template gives you a blank page; a Tools template lets you add questions with responses that can be scored and tallied).
  4. Click Save when finished.
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