1. Set favourite and a default template for easy access

Your favourited templates appear at the top of your Template Library and will be highlighted when you choose a template in a session

Favourite Templates

To favourite a template - Find template > Star template
To unfavourite a template - Find template > More Actions (far right, three dots) > Remove from favourites

Default Templates

You can automate note generation by setting a default template. This template will be the first document generated at the end of each consult.

To set a default template: 

1. Template Library > Find template > More Actions (far right, three dots) > Set as default template
2. In your session > Note > Choose template > Toggle Set as Default > Choose template > message "Your settings have been updated"

2. Find templates by filtering "By Creator"
There are 3 types of template creators:

• Me - created by yourself
• Team - shared across your team
• Heidi - Heidi default templates for speciality