In Teams Mode, you can use a team member's template to start a recording. This is useful when recording on behalf of a doctor and you need their template applied.
⚠️ A template must be shared with the team before others can access it. For instructions on how to share a template, see:
Selecting a Team Template on the Web App
Selecting a Team Template on the Web App
From the Dashboard, click the Note Template dropdown and select See All Templates.
Scroll down to the Shared with You or Team Default section to find your teammate's template. You can also use the search bar to find it by name.
Click a template to preview it, then click Use this Template. You'll be taken back to the Dashboard with that template selected, ready to record.
Selecting a Team Template on the Mobile App
Selecting a Team Template on the Mobile App
Start a recording as you normally would and tap the currently selected Template to open the template menu.
Scroll down to the Shared with You or Team Default sections to find your teammate's template, or search for it by name.