If a practice has created an Encounter or Well Visit template, and it has not been used, the template may be deleted from the template editor.
- Click the Clinical tab and select Encounter Templates or Well Visit Templates.
- Highlight the template and click the Delete button.
- Confirmation window displays, click OK.
If a practice wishes to delete an Encounter of Well Visit template, that has been applied to patient visits, the template must be archived.
- Click the Clinical tab and select Encounter Templates or Well Visit Templates.
- Highlight the template and click the Delete button.
- Confirmation window displays to archive the template, click OK.
Example: To archive a Template, select the Template and click the Edit button. Select the None radio button in the Finalize status section. To view templates that are archived, select the Show archived checkbox from the template editor window. |
