Adding a Note Template in Curve Forms

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Description

This quick guide outlines the creation of note templates.

Steps

1. In Curve Hero, click the Application switcher drop-down menu, then click Forms within the drop-down list.
   [Image of the app switcher, curve forms is in a box]  
2. Curve Forms opens in a new browser tab.
   [Homepage of curve forms]  
3. In the Sidebar menu, click Note Templates.
   [zoomed in image of the side bar, the notes template is in a box ]  
4. Within the Note Templates section, click the Templates tab.
   [Image of the top of note templates, Templates is in a box]  
5. The Templates section is displayed and includes all of the practice's template categories.
   [image of the templates section, the category drop downs are in a box]  
6. To begin the process of adding a template, preform one of the following options in the Templates section:
   i. Click the Add Template button.
   [image of the add template button with a box around it]
   ii. Within the applicable template category row, click the More Options menu, then click Add Template to Category from the drop-down list.
   [Image of one of the 3 dots on the right side in a box, then the add template to category option in a box]  
7. The Add Templates section is displayed.
   [Image of the add templates section]  
8. In the Template Name field, enter the template name.
   [image of the template name field in a box "Calculus level" is in the field]  
9. To update which template category the template will be saved in, click the Category drop-down menu.
   [Image of the category drop down in a box]  
10. In the Category drop-down list, click the applicable template category.
    [Image of the category drop down expanded, all options are in a box together.]  
11. If required, the color of all the text in the template can be set to a specific color. The default color of the text is set to black. To update the text color, begin by clicking the Select Color drop-down menu.
    [Image of the select color drop down menu in a box]  
12. In the Select Color drop-down list, click a color.
    [image of the color picker from the drop down menu]  
13. Question(s) can now be added to the template. There are two options available when adding question(s) to a template:
    Option 1 - Tool Box
    - The Tool Box category contains a list of items that can be used to build the questions and answers that will be included in a template. The questions and answers included in a template will automatically display in the Templated Note dialog box within curve hero.
    Option 2 - Question Categories
    - Questions that were previously saved to a question category in the Questions section can be added to a template
    [image of the left side of the screen, tool box is in a box. and then all other categories are in a box, they are "Health habits" "Recare appointment" and "Diagnostic"]  
14. To add a question or item to the template, begin by clicking either the Tool Box header or one of the question category headers, then locate either an item in the Tool Box list or a question in the question category list. To search for a specific item or question, use the search field.
    [Image of the left side of the screen, tool box and question headers are in one box together, there is a chat bubble pointing to the box, it reads "Use the search field to quickly find an item or question."]
     
15. After the item/question has been located, drag and drop the item/question into the Template Builder.
    [image of the template builder, a question from the "diagnostic" column has a box around it, and then an arrow pointing to the upper middle of the screen under the template builder, there is a chat bubble that reads "Ensure that the blue row displays before releasing the cursor"]  
16. The item/question will display in the Template Builder. If required, the item/question can be edited. 
    [Image of the new question in a box]  
17. To add additional items/questions to the template, repeat 14 to 16 above.
    [The template now has a second different question in a box]  
18. after all the items/questions have been added to the template, click the Save button to save all data and close the Add Templates section.
    [image of the template builder, the save button is in a box]  
19. The Templates section will display and the template will be saved to the applicable template category.
    [Image of the templates section]  
20. To view a preview of the template, begin by clicking the applicable Template category row.
    [image of a category in a box]  
21. The selected Template category row will expand and displays the template(s) that were previously added to the template category. Click the applicable template.
    [image of the category expanded, there is one template, that template is in a box, it has a color]  
22. The template preview pane will open and display a preview of the template.
    [image of the template preview pane in a box]  
23. The below image displays how the templated note will appear in Curve Hero after it has been created.
    [image of a templated note completed in the notes section of curve hero]