# Overall 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.

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### Accessing the Templates pop-up 

* Open the **Medical Records** screen by navigating to **Home > Patient Queue > Current Medical Records.**
* Click the **TEMPLATES** icon in the right panel of the **Diagnosis** tab to open the **All Templates** pop-up.

  <figure><img src="/files/bbkChG1xwhZnDB0k0MQu" alt="" width="217"><figcaption></figcaption></figure>
* The **All 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="/files/8tAsQ5jjWRvmEQcYrWnW" alt=""><figcaption></figcaption></figure>

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### **Accessing Existing Templates**

In the **All Templates** pop-up, the **Existing Templates** tab lists all available templates. To locate a specific template, use the **Filter result data** field.

<figure><img src="/files/n5nw6kaJsxzxuLw3IOMu" alt=""><figcaption></figcaption></figure>

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

  <figure><img src="/files/nvIOh2zWE9mx5wKXIuQ7" alt="" width="311"><figcaption></figcaption></figure>

  * **Append**: Adds the template data to the existing information.
  * **Overwrite**: Replaces the current information with the template data.

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

* Before creating a diagnosis template, fill in the necessary information in the respective SOAP tabs within the Diagnosis tab. Then, open the **All Templates** pop-up and select the **Create New Template** tab.

  <figure><img src="/files/8m41At5lXc6R9DWGxX9d" 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.
* Click **SAVE** to save the new template, which will then appear in the existing templates list.

{% hint style="info" %}
You can create and access templates directly within each SOAP tab. For more information, refer to the [**Individual Templates**](/uniteemr/application-modules/medical-records/diagnosis/individual-pricecards-and-templates.md) section.
{% endhint %}

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