Saving time on recurring case types
Templates let you start new protocols from a proven structure rather than from scratch.To Apply a Template:Option A — From a New Case:After completing case intake and clicking Generate, look for the Start From Template option.Browse or search your templat ...
If you have a protocol structure you want to reuse for similar cases, you can save it as a template.To Save a Protocol as a Template:Open the finalized or edited protocol.Click Save as Template.Give the template a name (e.g., "Gut Repair — Standard" or "H ...