Right click on any appointment, and select “Document” from the menu.
Select “Document” from an Actions menu (these appear on the right-hand side of many screens e.g. Clinical Notes).
Select the Document from the list. You can filter the results by typing in the blue line at the top of the window.
In the Document Preview screen, make any changes you wish. When you have finished, press [Print].
Note: Some templates have been created and inserted into My Practice like a picture. When you click anywhere in the template, these documents will have a square around them e.g. the New Patient Form document. These cannot be edited or changed here.