Version 14.19

Export Templates

1. Navigate to Clinical tab > Encounter Templates or Well Visit Templates to open the template editor window.
2. Select the template to export (Ctrl + click each Template to select multiple Templates).
3. Click the Export button. A confirmation message is displayed.
4. Click the Selected or All in the confirmation window.

1. Save the file on your computer.

Import Templates

1. Navigate to Clinical tab > Encounter Templates or Well Visit Templates to open the template editor window.
2. Click the Import button.
3. Locate the files you saved on your computer, and click the Open button.

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

1. Click the Insert button to add the Template. If the Template exists in the database, you can click the Replace button to overwrite. If you do not want to perform the import, click the Cancel button.

1. Click the OK button to confirm process is completed. 
2. Locate and select the imported template in the template list.
3. Click the Edit button.
4. (Diagnosis and Symptom Templates Only) To the right of the Author field, click the Clear button to remove the defaulted Author ($FX).  
5. (If needed) Customize the imported template. It is a Best Practice to review all imported templates to ensure they are set up to best meet the needs and workflows of your practice.

Version 14.10

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.