Templates
A template is a partially completed report you can load as a starting point. If most of your chest-pain calls begin with the same twelve findings, record them once and start there every time.
Saving one
Build the report up to the point you want as a starting position, then open Templates in the sidebar and save it with a name.
Templates hold the structure and findings you set up, not the specifics of one patient. Do not save a template from a report containing anything patient-identifiable — see below.
Loading one
Templates → load. MedJot asks you to confirm first, because loading a template overwrites the current report. If there is work in the form you have not exported, deal with that first.
Managing them
Rename and delete from the same modal. Templates are per-account and available on any device you sign in on.
Templates are stored against your account on our servers — they are the one piece of report-shaped content that is, precisely so they are waiting for you on your next device and next shift. This is the reason a template must never contain patient-identifiable information. Everything in How reports work about local-only clinical data applies to reports; a saved template is a deliberate exception you make by saving it.
Templates are kept until you delete them, or until your account is deleted.
Good and bad templates
Good: the standard set of negatives you always assess for a presentation; your usual scene descriptors; a treatment plan skeleton; the sections you always complete in a given order.
Bad: anything from a real patient that you did not clear out first. Load, check, then save — it takes ten seconds and it is the difference between a reusable skeleton and a record of someone's encounter sitting in a database.