Use community templates
Preview and add ready-made forms and email templates to your account, then adapt them.
Table of Contents
Community templates are a shared library of ready-made messages and forms. Rather than starting from nothing, add a copy and make it your own.
Go to Setup, Templates, and find Community templates, or click View All.
Preview one to check it fits.
Add it to your account.
Edit your copy, checking any clinical wording before use.
Your copy doesn't change the original, and later changes to the original don't affect yours.
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