Your default template selection controls which documents are selected when you start a new visit in the web app.
Open Templates. The Default badge marks a template used for new visits.
Set a template as a default
Open Templates.
Find the template, using Find templates if needed.
Select the template’s Set as default control.
To remove the template from the selection, select its Remove as default control. You can select more than one default template.
Check the selection before recording
On a new visit, the selected templates appear as document pills. Use Add document to add an available template, the × on a pill to remove it.
These changes carry forward. Adding or removing templates on the new-visit screen updates your saved template selection for later visits too. Check the list before starting each visit.
Work with a visit you already recorded
To create another note for an existing visit, open that visit and use its Add document control. Select an available template that the visit has not already used.