Manage Templates
Create care plans or choose from our list of pre-built templates. All templates are customizable to fit your care management needs.
Manage Templates Home Screen
Step 1.
To download a Health Endeavors pre-built template OR download from your master practice by clicking the drop-down menu and selecting a desired template. Then, click the download icon. Templates downloaded will become active by default. You may edit these templates to your specific needs.
Step 2.
Click on the trashcan icon to be taken to the list of archived templates. From the archived templates page, click the restore arrows icon to re-add the template to your list of available templates.
Step 3.
Click Documentation Templates + to create a new template.
Step 4.
To activate, click on the checkbox to activate the template. Activated templates will become available for selection when a service provider is creating and editing events.
Step 5.
To edit the template name, click the pencil icon. Make name changes and then click the checkmark button to save.
Step 6.
To view and edit the template contents, click on the eye icon.
Step 7.
