Templates are reusable bundles of products for the situations you treat often. Apply them with one click. You'll find your templates in the right sidebar, and they can be shared across your care team. To create a new template, add products manually or use the AI chat feature.

Creating a template is easy. Add a title, select your products, set matching criteria, and save. When a patient's chart includes a matching diagnosis, relevant templates are suggested automatically, and each suggestion explains why it matched.

Start from ready-made examples for common scenarios. Template insights show you which templates are sent most often and which haven't been used recently.

Already building a recommendation you'll want again? Click More → Save as Template.