How do I create a new clinical template?

Follow
  1. Click Settings > Clinical.

  2. Click New Template 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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