Process for managing and customizing soap templates?

Managing and modifying soap templates is simple and helps ensure your documentation meets your needs. You can easily navigate the application to search for templates, edit them to update information, delete any templates you no longer use, or copy existing ones for customization. This allows you to keep your soap templates organized and relevant, making your workflow more efficient and enhancing patient care.

Here's how you can do it:

Step 1: Log in to the Application

  • Begin by logging in to your application with your username and password.

Step 2: Navigate to Manage Templates

  • Once logged in, go to the Settings section.
  • In the Settings menu, select Manage Templates.

Step 3: Choose SOAP Templates

  • Under Manage Templates, you will see two options: SOAP Templates and Other Templates.
  • Click on the SOAP Templates button to proceed.

Step 4: View SOAP Templates

  • You will be navigated to the SOAP Templates page.
  • Use the Search button to view all available SOAP templates listed on the page.

Step 5: Understand the Template Listing

  • The listing includes the following columns:
    • Template Title: The name of the SOAP template.
    • Action: This column contains buttons for different actions, such as Section, Edit, Delete, and Copy Template.

Step 6: Manage SOAP Template Sections

  • To manage sections within a SOAP template, click on the Section button under the Action column.
  • This will navigate you to a new page that displays the Treatment Log section of the template.
  • On this page, you can:
    • Add a new log by clicking on the Add New button.
    • Use the Action column to edit or delete an existing section - treatment log.

 

Step 7: Add and Manage Questions

  • Within the Treatment Log section, you can add a new question by clicking on the Question Mark icon.
  • This allows you to include specific questions related to the treatment log.

Step 8: Edit SOAP Template

  • After managing the sections, you can return to the SOAP template listing to edit the entire template.
  • Click on the Edit button in the Action column to modify the existing SOAP template as needed.

Step 9: Delete SOAP Template

  • To delete an existing SOAP template, click on the "X" Delete icon in the Action column.
  • Confirm the deletion when prompted.

Step 10: Copy SOAP Template

  • If you need to create a similar template, you can copy an existing one.
  • Click on the Copy Template button in the Action column.
  • The copied template will appear in the list, ready for further customization.

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