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).
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.