Accessing Settings | Templates Tab Overview
Additional resources
Accessing Settings
- From the Schedule View, click your initials
- Select Settings
- A browser page will open (web or mobile)
- Click Note Templates in the top navigation bar
Templates Tab Overview
Manage Button
- Delete or update existing templates
- Adjust content, structure, or preferences
Create Button
- Build a new template from scratch
- Customize it to fit your workflow
Section Toggle Switches
- Turn specific sections on or off
- Control what appears in your notes
Additional Instructions
- Add extra guidance or preferences
- Helps tailor how notes are generated