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. 

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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. 

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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. 

Achived templates.jpg

To download a Health Endeavors pre-built template, click the drop-down menu the click the download icon. Templates downloaded will become active by default. You may edit these templates to your specific needs. 

Step 4. 

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Click Documentation Templates + to create a new template. 

Step 5. 

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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 6. 

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To edit the template name, click the pencil icon. Make name changes and then click the checkmark button to save. 

Step 7. 

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To view and edit the template contents, click on the eye icon.

Step 7. 

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To archive a template, click the folded document icon. The template will then go into the list of archived templated.