With the iPLATO Toolbar you will have several options available when using Templates.
To access your Templates:
- Click on the ip icon on your Toolbar
- Select Templates
- This will bring you to the Templates section:
Here you have the following options:
Within Current Templates
- My Templates: templates you made and only you can see
- Team Templates: templates made available to every user
- Questionnaires: pre-defined templates made by iPLATO
- + New Template: making a new template
Within + New Template:
- Title: give your new template a title
- Category: select a category for your new template, either select an existing one from the drop down or type one and it will be saved as a new category when you save the template
- Message: type i the box you new message template, you can use pre set tags for the patients first name by clicking on <>
- Allow responses: by ticking this option, you give the patient the option to respond by default whenever you use this template
- Add an additional code (Optional): add an additional read code if needed
- Cancel: cancel the current new template
- Save Template: save the new template