Importing a System Template | Best Practice

Importing a System Template

  1. Click on Letter Icon
  2. Click on Templates
  3. Click on Import Template (RTF Document)
  4. Select the template from your computer or a USB and click Open and repeat the Edit steps to adjust system template.
  5. The Left hand side of the document contains additional fields you may choose to add to the template such as Family/Social/Smoking/Alcohol, Medical/Surgical History, Immunisations, Today’s visit, and Observations.
  6. It is easier to add the headings, tables and layout, font style and size first, and then place the cursor where the field is to be inserted and then Double Click.
  7. Click File, then Save As when you have finished editing the system template – the name needs to remain the same e.g. GP Management Plan
  8. Test document with a test patient – you may need to repeat this process a couple of times until you are happy with the document.
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