Select a patient.
Go to the notes tab
Go to Options, then Edit Shared Templates
Then click on the Template you want to work with. In this case it is the MAR REVIEW AND DUR template. Copy it to Personal Templates using the circled arrow button.
Then click on the “+” in Personal Templates to see it. Then you will copy from Personal Templates to the Document Title folder using the circled arrow key.
Once you do that, the Associated Title box is visible. You then enter the document title. In this case it is “PATIENT MAR REVIEW AND DUR”.
Once you click the Apply and OK button, it links the Template to the Note.