Import and Export Templates

Articles

Sharing Templates
OP allows importing and exporting templates, including shared templates, with guidelines and warnings provided to avoid data inaccuracies and damage to existing templates.
Warnings: Before You Share Templates
OP's Export and Import functionality allows sharing templates with cautionary warnings to avoid overwriting existing templates, ensuring customization for practice workflows.
Import or Export Templates (Client Server)
This article will show you how to import and export a well visit and encounter template.
Import or Export Templates (Cloud)
This article guides users on how to export and import templates in Office Practicum Cloud, emphasizing caution and customization.
OP Template Sharing Catalog
The article presents Template Catalogs, allowing users to download templates for various purposes, including Telehealth and Office Visits, with customization recommendations and warnings.
Customizing Shared Templates
Customize imported shared templates for your practice, remove irrelevant resources, and assign ownership to align with your workflows and prevent errors.