Linking clinical templates to Referral Types and fees

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You can link a template to a Referral Type or fee so that the template automatically appears whenever you make an appointment using the Referral Type or fee.

To link a template to a Referral Type or fee:

  1. Click Settings > Clinical.

  2. In the left-hand column, click the template you wish to link to the Referral Type or fee.

  3. In the Referral Types section or the Fees section, click Add New.

  4. Start typing the name of the Referral Type or fee and click it from the drop-down list. If the Referral Type or fee is not listed, you can select to add it to your Referral Type list or Fee List.

  5. Click Submit.

The linked template should now be listed in the relevant section.

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RESULT: Whenever you create an appointment using the linked Referral Type or fee, the template is automatically imported as a clinical note linked to the appointment in the patient's record:

ClinicalNotes_TemplateUnderAppt.png

If the template is no longer applicable to the Referral Type or fee, you can unlink it by clicking the Unlink button.

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