Give Access & Set Default Templates Per Chart Tab

The following steps will describe how to default a template for each chart tab available within the EMR.

Steps to Complete

  1. Log in to the application under a user with the appropriate privileges.
  2. Select your name from the bottom-left corner of the screen where it says "Current User"

    NOTE: If you are performing this on behalf of another user you will need to select their name from the left side under Users first
  3. Along the right side of the user settings screen, there is a section titled Templates - New
    • This section will hold the chart tab names as seen in the EMR.
    • Each section will give the ability to default a template for the user and to add/remove access to additional templates.
  4. Select the Chart Tab
  5. A list of available templates will be shown by template category and a drop-down at the top to set the Default Template
    • The templates the user already has access to are marked with a Red Check Mark
    • The default template will be set using the drop-down.