The following instructions are to add a step to an encounter template. Steps added to an encounter template are included in all future encounters.
- Access Admin > Encounters / Interviews > Encounter Templates.
- Open an encounter template that will include the new step.
- In the Available Steps column, click the + icon for the step to add to the encounter template.
- In the Current Steps column, hover your cursor over the ellipsis of the step, click and hold, and move the step to its desired location within the template.
- Click 'Save.'
- Log out and log in to see the changes associated to the setting.