Edit Office Specific Templates

You can add an office to a template or remove an office associated with a template. There needs to be at least one office under the new template. Offices removed from a template are available in the default template.

You can move an office associate to the default template to a new or exiting template. To move an office to a different template.

  1. Launch the Medical Alert Setup window by navigating to Setup > Medical Setup > Medical Alert.
    Medical Alerts Setup window opens, displaying the default template list.
  2. Click Edit Officeon the Medical Alert Setup window to add an office or remove an office associated with a template.
    The Edit Office Setup window opens, displaying the available offices.
  3. Select the office that you want to add to the list or remove from the list.
  4. Click Apply.
    A confirmation appears indicating, recapturing all the health histories of the patient from the selected office.
  5. To go back to the previous window, click Cancel.
  6. To accept changes, click OK.
  7. Click Apply.
    The Medical Alerts Setup window displays the updated office in the template.