Creating a Visit from a Template

You can create a new Visit from a Template that you have previously saved. The new Visit created from the template contains the same settings, fields, and tabs as the template.

To Create a Visit from a Template
  1. In the Navigation pane of the Administration Workstation, click C•CURE Portal to open the C•CURE Portal pane.
  2. Select Visit from the drop-down list in the C•CURE Portal pane.
  3. Click the down-arrow on New and select a template from the templates listed under ----Templates.
  4. The Visit editor opens, and you can configure the Visit.
  5. Type a name for the object in the Name field (the Name must be unique).
  6. To save your new object, click Save and Close.