We have more then one location but each has its own sever. Each template I setup on one server I now have to manually transfer to the new server. Having multiple locations with different servers makes it very time consuming
Thank you for the suggestion. at this time these templates are saved only to the database, and are therefore network specific. Once setup on one computer they are automatically shared to all computers on that single network.
it’s been a year has this been implemented yet?
Yes! Would love to have an export / import option for Clincial Note Templates just as can currently be done for Perio scripts.