Editing your Clinic's PME Report Templates
You can watch the Video or follow the steps below:
Click on your clinic’s photo on the Sidebar Menu.
Click "Edit Clinic".
Go to PME > Report Templates.
Click the + button.
Input name and description.
Input PME report template.
In the field for the template, you can copy+paste your existing templates from a Word file or create a new one.
Click Save to finalize.
Click the edit icon.
Edit the template details.
To archive or delete a PME report template, click the archive or delete icon.
Video
Steps
Click on your clinic’s photo on the Sidebar Menu.
Click "Edit Clinic".
Go to PME > Report Templates.
To add a report template:
Click the + button.
Input name and description.
Input PME report template.
In the field for the template, you can copy+paste your existing templates from a Word file or create a new one.
Click Save to finalize.
To edit a PME report template:
Click the edit icon.
Edit the template details.
To archive or delete a PME report template, click the archive or delete icon.
Updated on: 08/26/2021
Thank you!