Note
This function is currently only available in a limited number of customer environments.
You can create a centrally managed text template by uploading a PDF or Word document in the central clinic location. These templates are shared as view-only items with local clinic locations, where users cannot edit or delete them. They are only visible to users who have access to the respective clinic location. If a centrally managed template is updated, the changes are automatically reflected in all local clinic locations where it is shared. Centrally managed text templates can be used during consultations in the same way as regular text templates.
Requirements:
A central clinic location is used in the system.
The user has 'Templates' permission.
View a Centrally Managed Text Template in a Local Clinic Location
To view a centrally managed text template in a local clinic location, go to Settings > Lists & Templates > Templates > Text templates, find the template you want to view and select the eye button at the end of the row.
Copy a Centrally Managed Text Template in a Local Clinic Location
You cannot make changes to a centrally managed template in a local clinic location. To create an editable copy of the text template in a local clinic location, follow the steps below:
Go to Settings > Lists & Templates > Templates > Text templates.
Find the centrally managed text template you want to copy and select the plus button at the end of the row.
Edit the New template name field if needed and select Save. The copied text template will appear under Text Templates. You can edit the text template by selecting the pen button.