Favouriting templates lets you quickly access the ones you use most. Favourites appear first when choosing a template during a consultation.
How to Favourite a Template
1. Go to Settings
From the main menu, navigate to the Settings page.
2. Find the Templates Section
Scroll down to the Templates table.
3. Toggle the Star Icon
Each template has a star icon next to it:
Click the star to favourite a template
Click again to remove it from your favourites
The star will appear filled when a template is favourited.
Using Your Favourite Templates
When starting a new consultation and choosing a Consultation Summary Type, your favourited templates will appear at the top of the list—making them quicker to select.
Need a hand? Watch this video walkthrough for step by step help!