Sharing Templates

Version 21.1

OP allows you to import and export templates. This includes the sharing of templates that OP has customized and exported and has made available for general use.  Please read the guidelines and warnings below about sharing templates; failure to heed these guidelines and warnings may damage your existing templates an lead to inaccurate data in OP.

Reviewing these resources in the order presented best prepares you for sharing templates:

  1. Before downloading and importing shared templates into your OP, please read the warnings and guidelines for template sharing in the Warnings: Before You Share Templates article.
  2. For an overview of the Import and Export functionality in OP, refer to the article below that matches your OP software environment.
  1. For a catalog of templates that OP has customized and made available for downloading and importing, visit the  OP Template Sharing Catalog. Each template on the catalog page links to a template-specific page that includes an overview of the template and download instructions.
  2. After downloading and importing a template into your OP software, customize each template to meet the needs and workflows of your Practice. For details, refer to, Customizing Shared Templates.

WarningOP is not obligated to fix your templates or your data if you import or share templates and damage either your templates or data in the process.