The Shared Templates node is used to jumpstart the forms building process for the EHR ability. These forms have all been created by the MacPractice EHR department. Forms can be installed, updated, and installed through this node. After selecting this node, the user will be asked to filter or search through the provided templates. As a template is selected in the left column, a summary or preview will be displayed in the right column. This right column will also inform the user if the form can be used on the Clipboard application for iPad.
At the bottom of the detail window the user will notice a button allowing the user to install, update, or uninstall the current form. If a template has been installed, a green checkbox will be displayed on the form icon. Simply click the button to perform the corresponding action.