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If you're interested in how to build templates, please check out ourĀ Building Templates article here.

If you prefer learning from a series of videos, you can refer to our EMR and EDR series here.

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Generating a Patient Form from a Template

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If a section on a template has been used on a patient form, then the section has patient data tied to it and it cannot be removed. If you attempt to remove the section you will receive the alert pictured below. See the Editing a Used Template section below article for the proper process on how to make changes to a template that has already been used on patient forms.

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