Assign Dialysis Note templates to the users

Once the Dialysis Visit Note templates have been created, they must be assigned to the users that will be utilizing them for documentation.

  1. Navigate to Setup > Users
  2. Select the user that you would like to assign the template to
  3. Under the Template category on the right hand side, select Dialysis Visits
  4. Select all of the templates that this user needs access to.
  5. Click Save