How to View Existing Template

When viewing different templates on the Clinical Templates section of TM3, there are a number of options available for each template.  These are View, Edit, Clone and Remove.  The article will advise you on what the View option does.   

There are other options of Make Default, Make First and Make Follow Up.  These actions have been explained in the Clinical Templates Type article.


This option will not be available for all templates.  View is only available for templates that have already been used within the system.

Choosing the View option on Clinical Templates will allow you to view the chosen template in two modes. - Edit and Reading Mode.  From Edit Mode you can add dummy information for some options.  The Reference and Most Recent Appointments options below cannot be populated with dummy information as this information will be pulled directly from the database.  

When you add information into Edit Mode and then choose Reading Mode you get a view of what way the information will display within the case.  Reference and Most Recent Appointment display as Not Specified here because this information will be pulled from fields within the database.