Link a clinical template to referral types and fees

If you are using the same clinical template for specific services, you can link the template to referral types or fees. Whenever you make an appointment using that referral type or fee, the clinical template is automatically added and linked to the appointment clinical notes. 

Link clinical templates to referral types or fees

  1. Click Settings > Clinical.

  2. On the left panel, select the template you want to link.

  3. In the template details panel on the right:

    Templates-Link-02.png
    • To link to a referral type: Under Referral Types, click Add New.

    • To link to a fee: Under Fees, click Add New.

  4. In the pop-up, select the referral type or fee to link to the template.

  5. Click Save.

When you create an appointment with this referral type or fee, the clinical template is automatically imported as a clinical note linked to the appointment.

To unlink a referral type or fee, simply click the Icon-Unlink.svg unlink icon next to it.

Tip

You can link as many referral types or fees as needed to a clinical template.

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