Overview
Here at Core Practice, you can copy a whole set of quick note collection from a default or a provider's collection templates. It's time-saving, super easy and beneficial because you don't have to create a new set of templates. Just remember the steps below.
Steps
1. From the cog, go to Quick Notes.
2. Select the collection first that the template should be copied into otherwise create a new collection if necessary.
3. Click on the three dots and go to Copy templates.
4. Select the from the drop-down list under the Source Collection and hit on Save Changes.
If you have any questions, please click the yellow Help button at the bottom left and chat to us. We are more than happy to help!
Comments
0 comments
Please sign in to leave a comment.