Warning: 

• Before importing templates into your OP system, please read the guidelines and warnings for template sharing in the Warnings: Before You Share Templates article. 
• After you have imported the below templates, there may be templates the practice chooses not to use. Please read How can I delete or archive a template for instruction.

Warning: The Symptom Templates have the following settings and should be changed if needed:

• Visibility set to Any staff member so that scheduling and clinical staff can use them. 
• Finalize Status set for Providers only as these are part of visits and visit notes and should only be finalized by providers who perform visits.
• No default Appt Type. If your practice is recognized as PCMH or working toward recognition for PCMH, be sure to use the Originating and Distant Appointment Types so that the Telehealth visits are accurately calculated for AC06. 

Note: Telehealth Diagnosis Template Packages are also available. 

• Telehealth Diagnosis Template Package 

Note: The downloading procedure varies depending on your browser. If you are uncertain on downloading in your specific browser, please contact the practice's IT staff for assistance.

Tip: So that users can easily locate saved files, it is recommended to create folders specific to the type of files being downloaded.

 Note: Once you have downloaded the files, they are ready to be imported into OP. For an overview of the Import and Export functionality in OP, refer to the article below that matches your OP environment:

• Import or Export Templates (Client Server)
• Import or Export Templates (Cloud)

Regardless of which type of environment you are in, you must review and customize each template you download and import for your Practice. For details, refer to Customizing Shared Templates .