# Casesheet Template

The **Templates** feature enables healthcare facilities to standardize and manage data entry efficiently, saving time and ensuring consistency across patient records. This feature includes a pop-up menu with options for **Existing Templates** and **Create New Template**.

* **Existing Templates:** Users can append or overwrite pre-existing templates.
* **Create New Template:** Users can create custom templates.

**Functionality:** Users can search for, select, and apply templates to enhance record-keeping, share templates across accounts, and uphold consistency in clinical documentation.

***

### **Accessing the Casesheet Template**

* Open the **Medical Records** screen by navigating to **Home > Patient Queue > Current Medical Records.**
* In the Casesheet tab, click the **Templates** icon on the right panel.

  <figure><img src="https://open.gitbook.com/~gitbook/image?url=https%3A%2F%2F500634895-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FWQ5ypNBejmFIr9zwp0Pi%252Fuploads%252FsZrRVJQGwLmrHyhLrhwz%252FCasesheet%2520template.png%3Falt%3Dmedia%26token%3Dac50a983-0d81-46b6-ab64-c76dc3f4f28e&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=684cd6df&#x26;sv=1" alt="" width="563"><figcaption></figcaption></figure>
* The **Templates** pop-up includes:
  * **Existing Templates**: Contains pre-existing templates that can be appended or overwritten.
  * **Create New Template**: Allows creation of a new template.

    <figure><img src="https://open.gitbook.com/~gitbook/image?url=https%3A%2F%2F500634895-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FWQ5ypNBejmFIr9zwp0Pi%252Fuploads%252FLly9owX4aVZdcUGE7JJo%252Fchrome_3Lmn8nmn9w%25201.png%3Falt%3Dmedia%26token%3D2dcdc8e8-12d2-4db2-a41b-4499500683bb&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=b018dea8&#x26;sv=1" alt=""><figcaption></figcaption></figure>

***

### **Accessing Existing Templates**

In the **Templates** pop-up, the **Existing Templates** tab lists all available templates with details such as Template Name, Remarks, Created By, and Created Date. To locate a specific template, use the **Filter result data** field.

<figure><img src="https://open.gitbook.com/~gitbook/image?url=https%3A%2F%2F500634895-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FWQ5ypNBejmFIr9zwp0Pi%252Fuploads%252FLly9owX4aVZdcUGE7JJo%252Fchrome_3Lmn8nmn9w%25201.png%3Falt%3Dmedia%26token%3D2dcdc8e8-12d2-4db2-a41b-4499500683bb&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=b018dea8&#x26;sv=1" alt=""><figcaption></figcaption></figure>

* Click a template name. A confirmation pop-up will prompt you to **Append** or **Overwrite** the template data.

  * **Append**: Adds the template data to the existing information.

    <figure><img src="https://open.gitbook.com/~gitbook/image?url=https%3A%2F%2F500634895-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FWQ5ypNBejmFIr9zwp0Pi%252Fuploads%252FvrPZBDofiGcw373hwTIo%252Fchrome_Dk4w4aMCGl.gif%3Falt%3Dmedia%26token%3D46bd5901-eda3-4010-8bc4-a8599cf4beef&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=942c2e09&#x26;sv=1" alt=""><figcaption></figcaption></figure>
  * **Overwrite**: Replaces the current information with the template data.

  <figure><img src="https://open.gitbook.com/~gitbook/image?url=https%3A%2F%2F500634895-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FWQ5ypNBejmFIr9zwp0Pi%252Fuploads%252FSS65usCZ59wZ3kKoogVy%252Fchrome_lPR6EzWxoC%25201.png%3Falt%3Dmedia%26token%3D9757b110-5fc1-4e83-8fbb-94c4e5ca4161&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=88cdea79&#x26;sv=1" alt="" width="563"><figcaption></figcaption></figure>

***

### **Steps to Create a New Template**

* Before creating a template, fill in the necessary information in the respective fields. Then, open the **Templates** pop-up and select the **Create New Template** tab.

  <figure><img src="https://open.gitbook.com/~gitbook/image?url=https%3A%2F%2F500634895-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FWQ5ypNBejmFIr9zwp0Pi%252Fuploads%252FQzrc84EH0k4VgHph2Bqe%252Fchrome_bi7iitsKiT%25201.png%3Falt%3Dmedia%26token%3D65ce1119-3f5e-49fe-9320-51bfce2b73ba&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=34c6936f&#x26;sv=1" alt=""><figcaption></figcaption></figure>
* In the **New Template** field, enter the template name.
* To make the template available to all users, select the **Share templates with all** checkbox.
* If needed, add any specific remarks in the **Remarks** textbox.
* Select the specific **headings** to include in the template.
* Click **SAVE** to save the new template, which will then appear in the existing templates list.

***


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```
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```

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