Description This article will guide on how to set up templates for your clinical/chart notes. Step-by-Step From the menu bar, select Charting Select Comments Setup From the Setup Comments window, start by designating a Code for your template Add your template in the Description field. You may copy and paste in this section and there is no character limit. Select Add at the bottom to save your template After you finish adding your template, it will be visible in the table below. Additional Resources