1. Click the Notes, Consults, or D/C Summ tab.
2. Start the Template Editor by selecting Options | Create New Template -or- Select the text that you would like to save as a template, right-click the text, and select Copy into New Template.
3. Type in a name for the new template in the Name field under Personal Template Properties. Note: Template names must begin with a letter or a number, be between 3 and 30 characters in length (including spaces), and cannot be named "New Template."
4. Click the drop-down button in the Template Type field and select Template.
5. Enter the content for the template by copying and pasting from documents outside CPRS, typing in text, and/or inserting Template Fields. Note: After you enter the content, you can right-click in the Template Boilerplate area to select spell check, grammar check, or check for errors (which looks for invalid Template Fields).
6. Place the template in the tree view in the desired location. (To do this, click the plus sign next to an item to view its subordinate objects and then drag and-drop the template to its desired location. You can also move the template by using the arrows below the personal templates tree view.)
7. Click Apply to save the template.
8. Click OK to save and exit the editor. Note: You are not required to click Apply after each template, but it is recommended. If you click Cancel, you will lose all changes you have made since the last time you clicked Apply or OK.
Source: Computerized Patient Record System (CPRS), November 2019, pp. 361