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.

  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 down-arrow on New, and select a template from the list.
  4. After the Visit editor opens, configure the Visit.
  5. Type a unique name for the object in the Name field.
  6. To save your new object, click Save and Close.