Add a Step to an Encounter Template

The following instructions are to add a step to an encounter template. Steps added to an encounter template are included in all future encounters. 

Instructions

1. Access Admin > Encounters / Interviews > Encounter Templates.
2. Open an encounter template that will include the new step.
3. In the Available Steps column, click the + icon for the step to add to the encounter template.
4. 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.
5. Click 'Save.'
6. Log out and log in to see the changes associated to the setting.