TEMPLATE CODE: Assign a code for the Template, for example, ADDPHY for the a Addendum Referring Physician.
GROUPING CODE: Assigning a Grouping Code will group all templates with that code together in the Template Lookup Screen while transcribing or editing. Normally, the group code is the doctor's last name.
DESCRIPTION: Type in a description of the Template, i.e., Addendum Referring Physician.
KEEP FONTS AND FONT SIZES WHEN INSERTING: If selected, the fonts and font sizes configured on the Template will be used instead of the Form's default font.
CLEAR EXISTING REPORT BEFORE INSERTING TEMPLATE: If selected, the existing document will be cleared when the Template is inserted. This is helpful if there are headings configured on the Form, and they are also in the Template.