Create a New Template

Use the following steps to create a new template.

1. In ChartMaker® Clinical, click View > Template List to access the template editor.
    

2. In the Template Editor, click the New button at the bottom-left of the screen.
    

3. In the Name field, enter the Name for the template you are creating.
    

4. Check the Auto-save option, if applicable.
    

5. Modify the Sequence as needed.
    

6. You are now ready to add text, checklists, pick lists, and various buttons to the template. See the Related Topics below for further information on adding information to the template.