Set up templates for new patients

Build a list of calendar items, like an initial assessment in 3 days and a monthly progress report, that staff add to a patient in one go.

Last updated October 22, 2026

Who can do this: Admin, Nurse Case Manager

Before you start

Open Calendar and click Templates. On a phone, it is under Filters.
Click + New template and type a Name, for example New workers' comp patient.
For each item, type its title and choose the Type and the Day it falls on (day 0 is the start date chosen when the template is applied).
Set a time or tick All day, choose a repeat (Every week, Every 2 weeks, Every month, Every N days or N days after the last one is done) and a reminder.
Under assign, choose Patient's case manager or Person applying it. Tick Count business days only (skip Saturday and Sunday) to count Monday to Friday only.
Click + Add item for the next one, then Save template.

Nothing is added automatically: staff apply a template from a patient's Schedule & reminders card. See Apply a template to a patient.

Counting business days skips weekends but not holidays.

A template can have up to 30 items. Click Edit to change one, or Turn off to stop it being offered (Turn on brings it back).

“Enter a name”: Give the template a name before saving.
An error like “Item 2: enter a title”: Every item in the template needs a title. Fill it in or click Remove on that item.
The Templates button isn't there.: Only Admins and Nurse Case Managers see it.