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This article will guide on how to set up templates for your clinical/chart notes.


  1. From the menu bar, select Charting
  2. Select Comments Setup
  1. From the Setup Comments window, start by designating a Code for your template
  2. Add your template in the Description field. You may copy and paste in this section. There is a character limit of 3500 characters.
  3. Select Add at the bottom to save your template
After you finish adding your template, it will be visible in the table below.

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