Creating a visit from a template

You can create a new visit from a template that you have previously saved. The new visit created from the template contains the same settings, fields, and tabs as the template.

Figure 1. Visit template list
visit-templates.png
  1. To open the C•CURE Portal pane, in the Navigation pane of the Administration Workstation, click C•CURE Portal.
  2. Select Visit from the drop-down list in the C•CURE Portal pane.
  3. Click the New down-arrow and from the templates listed under ----Templates, select a template.
  4. In the Visit editor, configure the visit.
  5. In the Name field, type a name for the object. The name must be unique.
  6. To save your new object, click Save and Close.