You can easily share note templates with your colleagues so they can incorporate them into their own workflow. When a colleague accesses the shared template, we'll create a snapshot of it at that point in time and save it to their records. Modifications made to their copy will not be reflected in your version.
Your colleagues will not be able to re-share the template with other practitioners.
Sharing a Note Template
1) Go to your My Practice > Note Templates section
2) Click the More Options Button (3 dots) next to the template and select Share with colleagues from the options provided.
3) Accept the guidelines presented in the prompt and click Share to continue.
4) An access code will be generated for your template which you can then share with your colleagues. Click Copy to copy the code and instructions:
Unsharing a Note Template
You can unshare a template at any time by clicking the More Options Button (3 dots) next to the template and select Unshare template from the options provided.
Accessing a Shared Template
To access a template shared by a colleague, go to your My Practice > Note Templates section, then click the Fast Action button in the bottom-right corner. Select Create from template:
From the popup, click the Unlock templates button in the bottom-left corner:
Enter the access code you received from your colleague, then click Submit:
The shared template will be displayed at the top of the list:
Select the template to save it to your account.