Managing Templates
The Template Manager is your single place to view, organize, and maintain all of your saved templates. Whether you need to update a vendor assignment, disable an Auto-Assign rule, or track down a template for a specific surgeon and procedure, it's all here in one table.
The Template Manager provides a table view of all templates.
From this page, you can:
- Filter by template type (Standard or Auto-Assign)
- Filter by status (Active or Disabled)
- Search or filter by by surgeon, procedure, vendor or vendor-rep
- Edit templates
- Activate or deactivate Auto-Assign templates
Templates are sorted by most recently created by default, but you can adjust sorting as needed.
If a template already exists for the same surgeon, procedure, and vendor combination, you will be presented with a link to the existing template.