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This goes back to 2021, from Mark@AC:
There is a function called "Visit Templates" at the top of the screen. This is essentially a multi-field template. Building these are a little different from the classic way of building a template, however. Here are the steps.
Start with a blank note, document every field with what you would like the template to say (for example, a standard physical). Once completed, click the "Enlarge Textbox" option at the top of the screen. Once that screen opens, there are a couple buttons at the bottom, one of them is "Save Visit Template". Click on this option. You will be taken to a screen where you can name your template, select a category for the template (well visit, sick visit, etc), and select which fields you want to save as part of that template (for example.. for a physical, I would want to save, CC, HPI, ROS, but I would not want to save PMH and SH as those would be unique for the patient). Once done, click save.
Now to use that template. Open a note and select the "Visit Template" button at the top, under date of service. Select the category, and the template within that category that you want... It will populate the fields chosen.
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