Set up favourite clinical templates

Favourites allow you to bookmark your most frequently used clinical templates and organise them into groups. When set up, your grouped favourites appear in a quick access panel when viewing clinical notes.

From this panel, you can click on any template and it will instantly be created for you in a new clinical note. 

Template Groups displayed alongside a clinical note, with links to "favourite" templates

Create a group of favourite templates

  1. Click Settings > Clinical, then click the Favourites tab.

  2. Next to your name, click the Icon-Plus.svg plus icon to expand the tab.

  3. Click Add Template Group.

  4. In the pop-up, configure the following:

    • Name: Enter a name for your template group.

    • Active: Tick to display this group in your clinical notes page.

    • Orders: Select if you want to include quick templates for prescription, imaging or pathology orders that automatically add your name and location.

    • Templates: Select the existing templates you want to add to this group.

  5. (Optional) To add another template group, click Add New.

  6. Click Save.

Your template group with your favourite templates are saved. When you view any patient's clinical notes, your active favourites appear in a panel on the right.


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