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The Template Editing Process
The main rule to follow when editing sections on a template is:
If you are deleting an element, renaming (overwriting) an existing element, or changing the format of an existing field (i.e. - changing a text field from Freeform to Date format), then you always want to duplicate.
If you are simply adding elements to a section or adding a section to a template, you do not have to duplicate.
*Important: Duplicating a template does not mean you can edit it any way you want. You have to also duplicate the section(s) being edited. Editing any section that hasn’t been duplicated first will result in editing the contents of both the original and duplicated templates, because the same sections are present on both templates, even after duplicating the template.
If you are editing a template where none of the sections on the template have been used to collect patient data, then it can be edited in any way without duplicating. However, even if you haven’t used a section, if you’re making changes to a section that you aren’t sure you’ll want to keep, then duplicating is a good way to keep several iterations of a section, just in case you make changes that you decide you don’t want. Any section you end up not using, can be deleted later.
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