How To - Add a New Template
AT

AutoNotes Team

Created Apr 09, 2025

How To - Add a New Template

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7 Steps
1

Click on the Templates Icon

Click on the Templates Icon
2

Click on Add Templates From Library

Click on Add Templates From Library
3

Select a template of your choice!

For example, the Advanced Individual Progress Note

Select a template of your choice!
4

Click on Add Template

Click on Add Template
5

Click on Open Template or Continue Adding more templates.

Click on Open Template or Continue Adding more templates.
6

Click on the Templates Icon Again

Click on the Templates Icon Again
7

The template is now added to the Templates Section!

The template is now added to the Templates Section!
Well done!
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