Import or Export Templates (Client Server)

Version 14.8
Utilities > Manage Clinical Features > Encounter Template Editor
Utilities > Manage Clinical Features > Well Visit Template Editor
Note: The article applies to Client Server models of OP only. For exporting and importing from a cloud environment, click here.

Export Templates

  1. Select Manage Clinical Features.
  2. Select Encounter Template Editor or Well Visit Template Editor. The template list displays.
  3. Select the template to export. 
Note:  To select more than one template hold down the Ctrl key on your keyboard and click with your mouse on each template.
  1. Click the Export button .
  2. Click Selected to export the templates you highlighted.

Template Editor: Export Confirm

  1. Save the file on your computer.

Template Editor: Save File


You can email the files to another Office Practicum practice.

´╗┐Import Templates

  1. Select Manage Clinical Features.
  2. Select Encounter Template Editor or Well Visit Template Editor. The template list displays.
  3. Click the Import button.
  4. Locate the files you saved on your computer and click Open.

Import Files: Select Files

  1. Click OK to confirm the file you are importing.

Import Template: Confirm File

  1. Click Insert to add the template.

Import Template: Confirm Templates


If the template exists in the database you can select Replace to overwrite. If you do not want to perform the import select Cancel.
  1. Click the OK button to confirm process is completed.

It is best practice to review all templates imported.