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How to Share Templates with Your Group?

Learn how to share Customized Templates with your team members.

Updated over 2 weeks ago

As a Group Admin, you can share one or more of your Customized Templates directly from the Group Admin Dashboard. This helps your team keep their notes consistent and aligned with a high level of quality.

1. Go to the Group Admin Dashboard

Click on the Team members tab in your settings menu.

2. Select Clinicians and Click Share Templates

  1. Tick the boxes next to the clinicians you want to share templates with (one, several, or all).

  2. Click the Send Templates button.

3. Choose Which Templates to Share

Decide which templates to share by selecting either a single template or all templates at once. Once confirmed, the chosen templates will appear in the selected clinicians’ libraries.


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