Deactivate or Activate Template
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Updated: 12/04/2019
Views: 958
Deactivate templates that are not currently in use by the practice to shorten the active template list within a note - making it more efficient when searching. Deactivated templates are moved from the active list to the inactive list. Activate a template from the inactive list to make the template available within a note.
Access Templates
- Hover over the User icon and click on My Settings. The My Settings page opens.
- Click Templates. The Templates page opens.
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Deactivate Template
- Click to select the template(s) to deactivate.
- Click Deactivate. The selected template(s) is moved to the Inactive list.
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Activate Template
- Click the Inactive tab. The list of inactive templates displays.
- Click to select the template(s) to activate.
- Click Activate. The selected template(s) is moved to the Active list.
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