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to create a custom chart template go to practice sayings and choose the chart templates tab here you will be able to view custom templates youve previously created select add chart template if you are in a group practice you will be able to select the template owner and also select if others are able to use this same template name the chart template and create your template text using the text editing tools select any auto text fields that you would like to have included in the note and save the note your template will now be available as an option per session documentation