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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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