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Team Setup: Share Templates and Contacts Across Your Organisation

Written by Dr. Harvinder Power

Why share

Shared assets reduce variation and speed up documentation across clinicians.

What to share

  • Organisation templates for common clinics (e.g., MSK review, diabetes follow‑up, post‑op checks).

  • Contacts for frequent referrers and services (with addresses and key people).

Practical governance

  • Nominate an owner/editor for organisation templates; retire outdated versions.

  • Keep contact records tidy (address present, correct department) to avoid push validation failures.

  • Use Default templates so new sessions start consistently for the team.

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