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Post by eyedocs on Nov 17, 2020 15:11:01 GMT -6
I am new to using Crystal PM. I wanted to see if it is possible to create more than one template to use. I would like to customize my template but do not want the changes to affect the other doctors as they are comfortable with this current template.
For example, a separate glaucoma work up template different from our regular comprehensive exam.
If so, I would appreciate more info on how to do so. Thanks!
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Post by KizerOpt on Dec 2, 2020 13:06:42 GMT -6
You can create new tabs in the record and include the fields you want on them. I assume you are comfortable editing the templates. Label the tab for Glaucoma. You can make new fields or link to existing fields so it populates both pages at once.
Karen
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