Resolving Template Misplacement in DigitalTCO

If a template is not appearing in the expected section (e.g., an exam template appearing in treatment notes), follow these steps to move it to the correct category:

Steps to Move a Template to the Correct Section

1. Access Your Settings:
   • On the left-hand side menu, click Settings.

   • Open the Templates section from the dropdown menu.

     Find the Misplaced Template:

   • Navigate to the section where the misplaced template is located.

   • Locate the specific template you want to move.

     Copy the Template:

   • Highlight the template text and copy it.

     Create a New Template in the Correct Section:

   • Click on the correct area you want to place your template into (Exams, Treatment, etc) at the top menu.
   • Press Create New Template on the right hand side.
   • Paste the copied template into the provided text box on the right-hand side.

   • Press Save.

     Handle Any Warning Messages:

   • If a warning box appears, click Save Anyway to confirm.

     Verify the Template Placement:

   • Go to the Exam Notes section.
   • Use the search box at the top to find the newly added exam template.
   • The template should now appear in the correct section.

Following these steps ensures that your templates are properly categorized, making them easier to access when needed. If you encounter any issues, please reach out to our support team for assistance.