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:
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Click Settings > Clinical.
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In the left-hand column, click the template you wish to link to the Referral Type or fee.
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In the Referral Types section or the Fees section, click Add New.
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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.
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Click Submit.
The linked template should now be listed in the relevant section.
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:
If the template is no longer applicable to the Referral Type or fee, you can unlink it by clicking the Unlink button.
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