- Click on your Profile in the top right corner and select the Account button from the drop-down menu.
- Select the Diagnosis Templates option. To turn on the feature, click the Use Diagnosis Template slider on the right.
- To customize a template, select an Action (Follow Up, Retake, Physical Exam, No Concern Today, Referral, Biopsy/Excision, or Other) and type the message you'd like to use, then select Save. You have the option of inserting the patient's first or last name by selecting the respective buttons. Select Save.
- The next time you select an action the template will automatically appear in the note box.
* Note that if you try to change your diagnosis type after you add your own note it will be discarded