How can I switch a template after a session begins?

If you’re currently in session with a patient, you can still swap out the template that will be used generate your note.

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How can I switch a template after a session has completed?

If you’ve already generated a summary and realized you wanted to apply a different template

  1. Click Regenerate summary

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  1. Choose the template you wish to use

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  1. Click Regenerate
  2. Wait 1-2 minutes for the new note to generate