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Generating a document from a template

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.

Press [OK].

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.