Step 1: Tap the three dots next to the encounter title.

Step 2: Select Change Encounter Template from the menu.

Step 3: Pick the template you want to use and confirm your choice.

Step 4: Tap Generate Summary to create a new note based on your chosen template.

We'd love to show you more and are always happy to connect to answer any questions you have. Please feel free to schedule a session with us at a time that works for you from our online calendar.