Editing a Form


Follow these instructions to Edit a form:


  1. On the menu bar, click Setup. The Setup menu appears below the ClinicSource menu.


  1. On the Setup menu bar, click Templates. The Templates screen appears.


  1. In the Templates screen, click on the Template Forms tab and select the Entity on the left for which you would like to Edit the form from.



  1. Select a current form from the Template Name Box.



  1. The form will come into view.


  1. Make the edits/changes to the form.


  1. Once the form is updated to your satisfaction, click on the Save icon in the header.  The form will be available for immediate use.


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