Sharing templates with colleagues

Sharing templates

Sharing templates with colleagues allows you to:

• Help colleagues save time when creating supplement plans.
• Work more collaboratively to see what your colleagues are including in their plans.
• Share your versions of multi-patient plans authored by your colleagues with all or select patients.
• Preserve plans that you’ve created, and allow your staff to access them to improve your shared workflow.

Sharing templates with colleagues

To share a template with the other practitioners in your dispensary:

1. Click on Plans in the navigation bar, then Templates. 

2. Select the template you’d like to share.
3. In the drawer, click the Modify access tab

4. Choose whether you’d like all staff members to have access to the template, or only specific staff.
5. Click Save.

Creating copies of peer-authored templates

If you’d like to create a new version of an existing template, a copy can be made via the supplement plan tool, as only the template author can edit an existing template.

To create a new template from an existing one:

1. Click on Plans in the navigation bar, then Templates. 

2. Select the template you’re like to modify.
3. Click Add to plan.

4. In the upper right hand corner of the page, click the Review button.
5. Under the Template for heading, select who you’d like to share the template with.

6. Give your new version of the template a new name and make any modifications or updates you would like.

7. Click Save template.

Editing peer-authored templates

It’s not possible to edit an existing template that was created by a peer or colleague. You can copy a template to make changes, but changes will only affect your version. See the Creating copies of peer-authored templates section above for more information.