Note: This feature is only available for teams on the Clinic plan.
Overview
Templates can be configured and managed at the organization-level under Templates, in your sidebar. Admins have control over creating, editing, and deleting templates, while team members can use them but cannot make permanent changes.
Creating a New Template
To create a new template, navigate to Templates and click on Create a new template. Enter a name for the template and customize as needed. Find helpful instructions by clicking on the “I need help” prompt. Once satisfied with the template, save it. Admins can use the Create more toggle to immediately create another template after saving the current one.
Editing a Template
Admins can edit templates, and any changes will be synced across the team.
Steps to Edit a Template
Go to Templates.
Click on the three dots menu (ellipsis) next to the template you want to edit.
Select Edit.
Make necessary changes to the template details.
Save the template.
When a team member edits a team template, a local duplicate is created and is not synced with the original template.
Changing Template Visibility
Admins have the ability to change the visibility of templates to control who can use and edit them.
Steps to Change Visibility
Log in as an admin.
Navigate to Templates.
Click on the three dots menu (ellipsis) next to the template.
Select Edit visibility.
Change the visibility settings (e.g., Team, Only me).
Save the changes.
Deleting a Template
Admins can delete team templates for all users.
Steps to Delete a Template
Log in as an admin.
Navigate to Templates.
Click on the three dots menu (ellipsis) next to the template.
Select Delete.
Confirm the deletion.
Duplicating Templates
Team members can create local duplicates of team templates to customize them without affecting the original. However, duplicating a team template as admin propagates the duplicate to all team members.
Steps to Duplicate a Template
Log in as a team admin or member.
Navigate to Templates.
Click on the three dots menu (ellipsis) next to a template with Team visibility.
Select Duplicate.
By following these steps, your team can efficiently manage templates, ensuring consistency and quality in documentation across the clinic.
Template Visibility Options
Templates have different visibility options to control access and editing permissions:
Team: Templates with this setting are shared with the entire team and cannot be edited by team members. This ensures that all team members use the same standardized templates.
Just me: These templates are only visible to the creator and are ideal for personal use. Team members can create their own templates without sharing them with others.
Community: While this option is available for individual templates, it is disabled for team templates. Templates set to Community are shared with all users of Heidi, but this is restricted for templates meant for team-wide use to ensure privacy and control.